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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 | $122,816 | $51,638+137.8% | $68,368+79.6% | $82,448+49.0% |
| Participation rate | 51.9% | 63.6%-11.8pp | 73.8%-21.9pp | 68.1%-16.2pp |
| Annual return | 14.30% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,502 | $2,047-26.6% | $2,649-43.3% | $2,551-41.1% |
| Participant deferral / active EE | $3,973 | $2,914+36.4% | $4,123-3.6% | $4,139-4.0% |
| Admin fee / account holder | $703 | $4,643-84.9% | $5,150-86.3% | $7,234-90.3% |