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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 | $114,350 | $51,638+121.4% | $68,368+67.3% | $82,448+38.7% |
| Participation rate | 56.7% | 63.6%-6.9pp | 73.8%-17.1pp | 68.1%-11.4pp |
| Annual return | 14.73% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,921 | $2,047-6.1% | $2,649-27.5% | $2,551-24.7% |
| Participant deferral / active EE | $3,132 | $2,914+7.5% | $4,123-24.0% | $4,139-24.3% |
| Admin fee / account holder | $30,398 | $4,643+554.6% | $5,150+490.3% | $7,234+320.2% |