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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 | $77,522 | $57,590+34.6% | $86,233-10.1% | $82,448-6.0% |
| Participation rate | 47.4% | 57.9%-10.5pp | 69.0%-21.7pp | 68.1%-20.7pp |
| Annual return | 96.33% | 22.41%+73.9pp | 61.39%+34.9pp | 41.64%+54.7pp |
| Employer contribution / active EE | $1,615 | $1,655-2.4% | $2,504-35.5% | $2,551-36.7% |
| Participant deferral / active EE | $3,411 | $3,080+10.7% | $4,559-25.2% | $4,139-17.6% |
| Admin fee / account holder | $2,471 | $4,730-47.8% | $8,342-70.4% | $7,234-65.8% |