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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 | $104,710 | $51,638+102.8% | $68,368+53.2% | $82,448+27.0% |
| Participation rate | 41.9% | 63.6%-21.7pp | 73.8%-31.9pp | 68.1%-26.2pp |
| Annual return | 14.60% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,375 | $2,047-32.8% | $2,649-48.1% | $2,551-46.1% |
| Participant deferral / active EE | $4,140 | $2,914+42.1% | $4,123+0.4% | $4,1390% |
| Admin fee / account holder | $1,796 | $4,643-61.3% | $5,150-65.1% | $7,234-75.2% |