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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,569 | $51,638+98.6% | $68,368+50.0% | $82,448+24.4% |
| Participation rate | 38.0% | 63.6%-25.6pp | 73.8%-35.8pp | 68.1%-30.1pp |
| Annual return | 18.70% | 37.53%-18.8pp | 292.57%-273.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,292 | $2,047-36.9% | $2,649-51.2% | $2,551-49.4% |
| Participant deferral / active EE | $2,784 | $2,914-4.4% | $4,123-32.5% | $4,139-32.7% |
| Admin fee / account holder | $2,993 | $4,643-35.5% | $5,150-41.9% | $7,234-58.6% |