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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 | $92,104 | $51,638+78.4% | $68,368+34.7% | $82,448+11.7% |
| Participation rate | 40.5% | 63.6%-23.1pp | 73.8%-33.2pp | 68.1%-27.5pp |
| Annual return | 13.93% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,601 | $2,047-21.8% | $2,649-39.6% | $2,551-37.3% |
| Participant deferral / active EE | $2,959 | $2,914+1.6% | $4,123-28.2% | $4,139-28.5% |
| Admin fee / account holder | $6,618 | $4,643+42.5% | $5,150+28.5% | $7,234-8.5% |