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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 | $109,478 | $51,638+112.0% | $68,368+60.1% | $82,448+32.8% |
| Participation rate | 46.9% | 63.6%-16.7pp | 73.8%-26.9pp | 68.1%-21.2pp |
| Annual return | 15.12% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,684 | $2,047-17.7% | $2,649-36.4% | $2,551-34.0% |
| Participant deferral / active EE | $4,112 | $2,914+41.1% | $4,123-0.3% | $4,139-0.7% |
| Admin fee / account holder | $5,035 | $4,643+8.4% | $5,150-2.2% | $7,234-30.4% |