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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 | $61,125+50.7% | $94,057-2.1% | $87,485+5.3% |
| Participation rate | 40.5% | 64.1%-23.5pp | 73.3%-32.8pp | 68.9%-28.4pp |
| Annual return | 13.93% | 35.20%-21.3pp | 480.62%-466.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,601 | $2,136-25.1% | $2,933-45.4% | $2,596-38.3% |
| Participant deferral / active EE | $2,959 | $3,260-9.2% | $4,709-37.2% | $4,274-30.8% |
| Admin fee / account holder | $6,618 | $5,629+17.6% | $7,244-8.6% | $7,775-14.9% |