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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 | $83,568 | $51,638+61.8% | $68,368+22.2% | $82,448+1.4% |
| Participation rate | 46.3% | 63.6%-17.3pp | 73.8%-27.4pp | 68.1%-21.7pp |
| Annual return | 19.65% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,001 | $2,047-2.2% | $2,649-24.5% | $2,551-21.6% |
| Participant deferral / active EE | $4,223 | $2,914+44.9% | $4,123+2.4% | $4,139+2.0% |
| Admin fee / account holder | $1,348 | $4,643-71.0% | $5,150-73.8% | $7,234-81.4% |