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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 | $82,120 | $54,541+50.6% | $78,778+4.2% | $70,126+17.1% |
| Participation rate | 34.0% | 60.8%-26.8pp | 69.2%-35.2pp | 69.5%-35.6pp |
| Annual return | 76.11% | 21.07%+55.0pp | 35.62%+40.5pp | 73.15%+3.0pp |
| Employer contribution / active EE | $1,171 | $1,089+7.5% | $1,986-41.0% | $2,343-50.0% |
| Participant deferral / active EE | $3,804 | $2,210+72.1% | $2,958+28.6% | $3,332+14.2% |
| Admin fee / account holder | $13,521 | $3,709+264.6% | $5,134+163.4% | $4,645+191.0% |