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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 | $169,371 | $49,976+238.9% | $66,674+154.0% | $82,637+105.0% |
| Participation rate | 34.1% | 63.1%-28.9pp | 73.7%-39.5pp | 68.1%-33.9pp |
| Annual return | 15.03% | 39.09%-24.1pp | 321.24%-306.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,408 | $1,988-29.2% | $2,620-46.3% | $2,552-44.8% |
| Participant deferral / active EE | $3,482 | $2,847+22.3% | $4,084-14.7% | $4,126-15.6% |
| Admin fee / account holder | $5,878 | $4,594+28.0% | $5,098+15.3% | $7,339-19.9% |