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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 | $85,841 | $51,638+66.2% | $68,368+25.6% | $82,448+4.1% |
| Participation rate | 20.6% | 63.6%-43.0pp | 73.8%-53.2pp | 68.1%-47.5pp |
| Annual return | 16.56% | 37.53%-21.0pp | 292.57%-276.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,188 | $2,047+55.8% | $2,649+20.4% | $2,551+25.0% |
| Participant deferral / active EE | $3,868 | $2,914+32.7% | $4,123-6.2% | $4,139-6.6% |
| Admin fee / account holder | $12,663 | $4,643+172.7% | $5,150+145.9% | $7,234+75.0% |