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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 | $73,577 | $51,638+42.5% | $68,368+7.6% | $82,448-10.8% |
| Participation rate | 44.2% | 63.6%-19.4pp | 73.8%-29.5pp | 68.1%-23.8pp |
| Annual return | 22.41% | 37.53%-15.1pp | 292.57%-270.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $2,071 | $2,047+1.2% | $2,649-21.8% | $2,551-18.8% |
| Participant deferral / active EE | $4,265 | $2,914+46.4% | $4,123+3.4% | $4,139+3.0% |
| Admin fee / account holder | $12,129 | $4,643+161.2% | $5,150+135.5% | $7,234+67.7% |