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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 | $82,313 | $58,258+41.3% | $81,820+0.6% | $80,925+1.7% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 14.88% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,099 | $2,345-10.5% | $2,915-28.0% | $2,756-23.8% |
| Participant deferral / active EE | $5,141 | $3,284+56.6% | $4,323+18.9% | $4,299+19.6% |
| Admin fee / account holder | $522 | $4,976-89.5% | $7,391-92.9% | $6,940-92.5% |