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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 | $91,353 | $51,638+76.9% | $68,368+33.6% | $82,448+10.8% |
| Participation rate | 47.5% | 63.6%-16.1pp | 73.8%-26.2pp | 68.1%-20.5pp |
| Annual return | 13.81% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,261 | $2,047-38.4% | $2,649-52.4% | $2,551-50.6% |
| Participant deferral / active EE | $2,369 | $2,914-18.7% | $4,123-42.5% | $4,139-42.8% |
| Admin fee / account holder | $3,551 | $4,643-23.5% | $5,150-31.1% | $7,234-50.9% |