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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 | $95,390 | $61,125+56.1% | $94,057+1.4% | $87,485+9.0% |
| Participation rate | 31.9% | 64.1%-32.2pp | 73.3%-41.5pp | 68.9%-37.0pp |
| Annual return | 19.09% | 35.20%-16.1pp | 480.62%-461.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,396 | $2,136-34.6% | $2,933-52.4% | $2,596-46.2% |
| Participant deferral / active EE | $3,328 | $3,260+2.1% | $4,709-29.3% | $4,274-22.1% |
| Admin fee / account holder | $2,319 | $5,629-58.8% | $7,244-68.0% | $7,775-70.2% |