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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 | $101,600 | $58,241+74.4% | $81,780+24.2% | $80,911+25.6% |
| Participation rate | 46.7% | 63.4%-16.8pp | 72.4%-25.7pp | 67.6%-21.0pp |
| Annual return | 12.32% | 41.73%-29.4pp | 776.27%-763.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,794 | $2,343-23.5% | $2,914-38.4% | $2,756-34.9% |
| Participant deferral / active EE | $3,130 | $3,283-4.6% | $4,321-27.6% | $4,297-27.2% |
| Admin fee / account holder | $5,589 | $4,973+12.4% | $7,384-24.3% | $6,935-19.4% |