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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 | $111,464 | $51,184+117.8% | $66,439+67.8% | $86,983+28.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.5%-24.5pp | 69.5%-19.5pp |
| Annual return | 18.46% | 17.07%+1.4pp | 757.66%-739.2pp | 25.83%-7.4pp |
| Employer contribution / active EE | $897 | $2,023-55.7% | $2,637-66.0% | $2,584-65.3% |
| Participant deferral / active EE | $3,364 | $2,927+14.9% | $3,876-13.2% | $4,194-19.8% |
| Admin fee / account holder | $5,195 | $4,154+25.1% | $6,173-15.8% | $7,856-33.9% |