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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 | $86,578 | $49,976+73.2% | $66,674+29.9% | $82,637+4.8% |
| Participation rate | 61.5% | 63.1%-1.6pp | 73.7%-12.1pp | 68.1%-6.5pp |
| Annual return | 18.61% | 39.09%-20.5pp | 321.24%-302.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,501 | $1,988-24.5% | $2,620-42.7% | $2,552-41.2% |
| Participant deferral / active EE | $3,554 | $2,847+24.9% | $4,084-13.0% | $4,126-13.9% |
| Admin fee / account holder | $4,372 | $4,594-4.8% | $5,098-14.2% | $7,339-40.4% |