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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 | $73,578 | $47,105+56.2% | $68,368+7.6% | $67,986+8.2% |
| Participation rate | 31.0% | 51.8%-20.8pp | 73.8%-42.7pp | 57.2%-26.2pp |
| Annual return | 20.33% | 48.37%-28.0pp | 292.57%-272.2pp | 31.67%-11.3pp |
| Employer contribution / active EE | $1,157 | $1,859-37.8% | $2,649-56.3% | $2,019-42.7% |
| Participant deferral / active EE | $2,201 | $2,374-7.3% | $4,123-46.6% | $3,358-34.5% |
| Admin fee / account holder | $2,059 | $2,435-15.4% | $5,150-60.0% | $3,203-35.7% |