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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 | $58,275+74.3% | $81,844+24.1% | $80,935+25.5% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.4%-25.7pp | 67.7%-21.0pp |
| Annual return | 12.32% | 41.82%-29.5pp | 778.87%-766.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,794 | $2,346-23.5% | $2,916-38.5% | $2,757-34.9% |
| Participant deferral / active EE | $3,130 | $3,285-4.7% | $4,323-27.6% | $4,299-27.2% |
| Admin fee / account holder | $5,589 | $4,749+17.7% | $7,355-24.0% | $6,924-19.3% |