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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 | $61,125+67.8% | $94,057+9.0% | $87,485+17.2% |
| Participation rate | 38.0% | 64.1%-26.1pp | 73.3%-35.3pp | 68.9%-30.9pp |
| Annual return | 18.70% | 35.20%-16.5pp | 480.62%-461.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,292 | $2,136-39.5% | $2,933-56.0% | $2,596-50.2% |
| Participant deferral / active EE | $2,784 | $3,260-14.6% | $4,709-40.9% | $4,274-34.9% |
| Admin fee / account holder | $2,993 | $5,629-46.8% | $7,244-58.7% | $7,775-61.5% |