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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 | $90,640 | $58,275+55.5% | $81,844+10.7% | $80,935+12.0% |
| Participation rate | 51.2% | 63.5%-12.2pp | 72.4%-21.2pp | 67.7%-16.4pp |
| Annual return | 12.85% | 41.82%-29.0pp | 778.87%-766.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,892 | $2,346-19.4% | $2,916-35.1% | $2,757-31.4% |
| Participant deferral / active EE | $3,381 | $3,285+2.9% | $4,323-21.8% | $4,299-21.4% |
| Admin fee / account holder | $3,831 | $4,749-19.3% | $7,355-47.9% | $6,924-44.7% |