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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 | $88,305 | $51,638+71.0% | $68,368+29.2% | $82,448+7.1% |
| Participation rate | 26.8% | 63.6%-36.8pp | 73.8%-46.9pp | 68.1%-41.2pp |
| Annual return | 19.08% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $912 | $2,047-55.4% | $2,649-65.6% | $2,551-64.2% |
| Participant deferral / active EE | $1,353 | $2,914-53.6% | $4,123-67.2% | $4,139-67.3% |
| Admin fee / account holder | $20,622 | $4,643+344.1% | $5,150+300.5% | $7,234+185.1% |