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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 | $98,709 | $56,116+75.9% | $135,768-27.3% | $86,983+13.5% |
| Participation rate | 53.8% | 60.1%-6.3pp | 71.1%-17.2pp | 69.5%-15.7pp |
| Annual return | 18.47% | 125.33%-106.9pp | 526.10%-507.6pp | 25.83%-7.4pp |
| Employer contribution / active EE | $1,644 | $1,528+7.6% | $3,394-51.6% | $2,584-36.4% |
| Participant deferral / active EE | $3,182 | $2,690+18.3% | $3,977-20.0% | $4,194-24.1% |
| Admin fee / account holder | $1,820 | $4,314-57.8% | $7,048-74.2% | $7,856-76.8% |