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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 | $118,540 | $58,258+103.5% | $81,820+44.9% | $80,925+46.5% |
| Participation rate | 53.3% | 63.5%-10.1pp | 72.4%-19.1pp | 67.7%-14.3pp |
| Annual return | 17.73% | 41.76%-24.0pp | 777.93%-760.2pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,516 | $2,345-35.4% | $2,915-48.0% | $2,756-45.0% |
| Participant deferral / active EE | $3,084 | $3,284-6.1% | $4,323-28.7% | $4,299-28.3% |
| Admin fee / account holder | $3,368 | $4,976-32.3% | $7,391-54.4% | $6,940-51.5% |