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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 | $73,763 | $47,105+56.6% | $68,368+7.9% | $67,986+8.5% |
| Participation rate | 26.9% | 51.8%-24.9pp | 73.8%-46.8pp | 57.2%-30.3pp |
| Annual return | 19.63% | 48.37%-28.7pp | 292.57%-272.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,573 | $1,859-15.4% | $2,649-40.6% | $2,019-22.1% |
| Participant deferral / active EE | $3,154 | $2,374+32.9% | $4,123-23.5% | $3,358-6.1% |
| Admin fee / account holder | $2,683 | $2,435+10.2% | $5,150-47.9% | $3,203-16.2% |