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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 | $87,387 | $51,638+69.2% | $68,368+27.8% | $82,448+6.0% |
| Participation rate | 22.0% | 63.6%-41.6pp | 73.8%-51.7pp | 68.1%-46.0pp |
| Annual return | 15.57% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $476 | $2,047-76.7% | $2,649-82.0% | $2,551-81.3% |
| Participant deferral / active EE | $1,134 | $2,914-61.1% | $4,123-72.5% | $4,139-72.6% |
| Admin fee / account holder | $1,806 | $4,643-61.1% | $5,150-64.9% | $7,234-75.0% |