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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 | $116,246 | $51,638+125.1% | $68,368+70.0% | $82,448+41.0% |
| Participation rate | 46.4% | 63.6%-17.2pp | 73.8%-27.3pp | 68.1%-21.6pp |
| Annual return | 14.85% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $562 | $2,047-72.5% | $2,649-78.8% | $2,551-78.0% |
| Participant deferral / active EE | $1,442 | $2,914-50.5% | $4,123-65.0% | $4,139-65.2% |
| Admin fee / account holder | $769 | $4,643-83.4% | $5,150-85.1% | $7,234-89.4% |