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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 | $92,962 | $58,311+59.4% | $81,882+13.5% | $80,959+14.8% |
| Participation rate | 45.5% | 63.5%-18.0pp | 72.4%-26.9pp | 67.7%-22.2pp |
| Annual return | 17.58% | 41.85%-24.3pp | 779.47%-761.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,634 | $2,347-30.3% | $2,916-43.9% | $2,757-40.7% |
| Participant deferral / active EE | $4,659 | $3,287+41.8% | $4,323+7.8% | $4,300+8.3% |
| Admin fee / account holder | $2,064 | $4,752-56.6% | $7,360-71.9% | $6,925-70.2% |