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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 | $93,304 | $51,638+80.7% | $68,368+36.5% | $82,448+13.2% |
| Participation rate | 16.9% | 63.6%-46.7pp | 73.8%-56.8pp | 68.1%-51.1pp |
| Annual return | 14.39% | 37.53%-23.1pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $521 | $2,047-74.5% | $2,649-80.3% | $2,551-79.6% |
| Participant deferral / active EE | $1,062 | $2,914-63.5% | $4,123-74.2% | $4,139-74.3% |
| Admin fee / account holder | $4,126 | $4,643-11.2% | $5,150-19.9% | $7,234-43.0% |