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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 | $109,701 | $52,279+109.8% | $89,435+22.7% | $79,856+37.4% |
| Participation rate | 29.4% | 57.5%-28.1pp | 68.0%-38.6pp | 69.6%-40.2pp |
| Annual return | 33.35% | 22.16%+11.2pp | 245.55%-212.2pp | 31.71%+1.6pp |
| Employer contribution / active EE | $816 | $1,572-48.0% | $2,587-68.4% | $2,471-67.0% |
| Participant deferral / active EE | $1,648 | $2,740-39.9% | $3,890-57.6% | $3,741-55.9% |
| Admin fee / account holder | $3,958 | $3,356+17.9% | $4,884-19.0% | $5,306-25.4% |