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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 | $94,638 | $57,352+65.0% | $83,830+12.9% | $64,173+47.5% |
| Participation rate | 53.2% | 68.6%-15.4pp | 76.1%-22.9pp | 69.6%-16.3pp |
| Annual return | 22.89% | 11.38%+11.5pp | 850.97%-828.1pp | 7.63%+15.3pp |
| Employer contribution / active EE | $2,343 | $2,546-8.0% | $3,631-35.5% | $2,381-1.6% |
| Participant deferral / active EE | $4,299 | $2,993+43.6% | $4,082+5.3% | $3,470+23.9% |
| Admin fee / account holder | $417 | $4,046-89.7% | $5,479-92.4% | $4,887-91.5% |