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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 | $95,406 | $48,053+98.5% | $84,637+12.7% | $72,976+30.7% |
| Participation rate | 30.1% | 57.6%-27.4pp | 68.2%-38.1pp | 69.5%-39.4pp |
| Annual return | 25.07% | 37.39%-12.3pp | 258.82%-233.8pp | 81.02%-55.9pp |
| Employer contribution / active EE | $1,310 | $1,602-18.2% | $2,653-50.6% | $2,440-46.3% |
| Participant deferral / active EE | $1,813 | $2,681-32.4% | $3,900-53.5% | $3,608-49.7% |
| Admin fee / account holder | $2,198 | $3,395-35.3% | $4,914-55.3% | $5,124-57.1% |