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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 | $121,344 | $51,638+135.0% | $68,368+77.5% | $82,448+47.2% |
| Participation rate | 38.7% | 63.6%-24.9pp | 73.8%-35.0pp | 68.1%-29.4pp |
| Annual return | 15.08% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,918 | $2,047-6.3% | $2,649-27.6% | $2,551-24.8% |
| Participant deferral / active EE | $5,206 | $2,914+78.7% | $4,123+26.3% | $4,139+25.8% |
| Admin fee / account holder | $1,327 | $4,643-71.4% | $5,150-74.2% | $7,234-81.7% |