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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 | $110,465 | $58,275+89.6% | $81,844+35.0% | $80,935+36.5% |
| Participation rate | 55.8% | 63.5%-7.7pp | 72.4%-16.6pp | 67.7%-11.8pp |
| Annual return | 16.04% | 41.82%-25.8pp | 778.87%-762.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,630 | $2,346-30.5% | $2,916-44.1% | $2,757-40.9% |
| Participant deferral / active EE | $3,471 | $3,285+5.7% | $4,323-19.7% | $4,299-19.3% |
| Admin fee / account holder | $1,453 | $4,749-69.4% | $7,355-80.3% | $6,924-79.0% |