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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 | $92,179 | $55,902+64.9% | $76,030+21.2% | $80,959+13.9% |
| Participation rate | 48.9% | 62.1%-13.2pp | 69.1%-20.2pp | 67.7%-18.8pp |
| Annual return | 13.65% | 20.59%-6.9pp | 361.54%-347.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,686 | $1,867-9.7% | $2,688-37.3% | $2,757-38.9% |
| Participant deferral / active EE | $4,610 | $3,051+51.1% | $4,257+8.3% | $4,300+7.2% |
| Admin fee / account holder | $3,252 | $5,239-37.9% | $6,421-49.4% | $6,925-53.0% |