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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 | $135,418 | $51,638+162.2% | $68,368+98.1% | $82,448+64.2% |
| Participation rate | 52.5% | 63.6%-11.1pp | 73.8%-21.3pp | 68.1%-15.6pp |
| Annual return | 15.05% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,480 | $2,047-27.7% | $2,649-44.1% | $2,551-42.0% |
| Participant deferral / active EE | $2,176 | $2,914-25.3% | $4,123-47.2% | $4,139-47.4% |
| Admin fee / account holder | $3,950 | $4,643-14.9% | $5,150-23.3% | $7,234-45.4% |