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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 | $83,089 | $51,638+60.9% | $68,368+21.5% | $82,448+0.8% |
| Participation rate | 34.1% | 63.6%-29.5pp | 73.8%-39.6pp | 68.1%-33.9pp |
| Annual return | 19.30% | 37.53%-18.2pp | 292.57%-273.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $417 | $2,047-79.6% | $2,649-84.3% | $2,551-83.7% |
| Participant deferral / active EE | $1,459 | $2,914-49.9% | $4,123-64.6% | $4,139-64.8% |
| Admin fee / account holder | $5,498 | $4,643+18.4% | $5,150+6.8% | $7,234-24.0% |