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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 | $96,537 | $54,757+76.3% | $90,300+6.9% | $72,983+32.3% |
| Participation rate | 54.1% | 65.1%-11.1pp | 73.3%-19.2pp | 69.5%-15.4pp |
| Annual return | 140.01% | 30.63%+109.4pp | 78.11%+61.9pp | 81.01%+59.0pp |
| Employer contribution / active EE | $1,151 | $2,092-45.0% | $2,854-59.7% | $2,440-52.8% |
| Participant deferral / active EE | $2,774 | $2,887-3.9% | $3,884-28.6% | $3,608-23.1% |
| Admin fee / account holder | $97,625 | $3,972+2358.0% | $5,353+1723.8% | $5,124+1805.2% |