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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 | $58,241+41.3% | $81,780+0.7% | $80,911+1.7% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 14.88% | 41.73%-26.8pp | 776.27%-761.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $2,099 | $2,343-10.4% | $2,914-28.0% | $2,756-23.8% |
| Participant deferral / active EE | $5,141 | $3,283+56.6% | $4,321+19.0% | $4,297+19.6% |
| Admin fee / account holder | $522 | $4,973-89.5% | $7,384-92.9% | $6,935-92.5% |