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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 | $75,043 | $51,638+45.3% | $68,368+9.8% | $82,448-9.0% |
| Participation rate | 59.2% | 63.6%-4.4pp | 73.8%-14.6pp | 68.1%-8.9pp |
| Annual return | 54.96% | 37.53%+17.4pp | 292.57%-237.6pp | 41.64%+13.3pp |
| Employer contribution / active EE | $1,073 | $2,047-47.6% | $2,649-59.5% | $2,551-57.9% |
| Participant deferral / active EE | $2,893 | $2,914-0.7% | $4,123-29.8% | $4,139-30.1% |
| Admin fee / account holder | $1,076 | $4,643-76.8% | $5,150-79.1% | $7,234-85.1% |