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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 | $81,742 | $65,084+25.6% | $67,681+20.8% | $64,340+27.0% |
| Participation rate | 55.4% | 66.7%-11.3pp | 73.7%-18.3pp | 55.2%+0.2pp |
| Annual return | 15.82% | 20.50%-4.7pp | 590.58%-574.8pp | 24.14%-8.3pp |
| Employer contribution / active EE | $1,071 | $2,398-55.3% | $2,678-60.0% | $1,862-42.5% |
| Participant deferral / active EE | $4,299 | $3,210+33.9% | $3,976+8.1% | $2,980+44.3% |
| Admin fee / account holder | $2,213 | $1,415+56.4% | $6,100-63.7% | $3,703-40.2% |