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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 | $98,540 | $51,638+90.8% | $68,368+44.1% | $82,448+19.5% |
| Participation rate | 36.7% | 63.6%-26.9pp | 73.8%-37.1pp | 68.1%-31.4pp |
| Annual return | 16.32% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $501 | $2,047-75.5% | $2,649-81.1% | $2,551-80.4% |
| Participant deferral / active EE | $1,486 | $2,914-49.0% | $4,123-64.0% | $4,139-64.1% |
| Admin fee / account holder | $2,226 | $4,643-52.1% | $5,150-56.8% | $7,234-69.2% |