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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 | $94,331 | $50,554+86.6% | $67,681+39.4% | $87,485+7.8% |
| Participation rate | 53.1% | 67.7%-14.6pp | 73.7%-20.6pp | 68.9%-15.8pp |
| Annual return | 12.76% | 17.81%-5.1pp | 590.58%-577.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,280 | $1,988+14.6% | $2,678-14.9% | $2,596-12.2% |
| Participant deferral / active EE | $1,948 | $2,961-34.2% | $3,976-51.0% | $4,274-54.4% |
| Admin fee / account holder | $1,631 | $4,132-60.5% | $6,100-73.3% | $7,775-79.0% |