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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 | $114,892 | $58,234+97.3% | $81,783+40.5% | $80,874+42.1% |
| Participation rate | 52.6% | 63.4%-10.8pp | 72.4%-19.7pp | 67.6%-15.0pp |
| Annual return | 13.21% | 41.70%-28.5pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,886 | $2,341+23.2% | $2,913-0.9% | $2,756+4.7% |
| Participant deferral / active EE | $7,441 | $3,283+126.7% | $4,320+72.2% | $4,297+73.2% |
| Admin fee / account holder | $1,177 | $4,982-76.4% | $7,380-84.1% | $6,935-83.0% |