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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 | $79,963 | $51,638+54.9% | $68,368+17.0% | $82,448-3.0% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 20.80% | 37.53%-16.7pp | 292.57%-271.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,891 | $2,047-7.6% | $2,649-28.6% | $2,551-25.9% |
| Participant deferral / active EE | $3,799 | $2,914+30.4% | $4,123-7.9% | $4,139-8.2% |
| Admin fee / account holder | $30,239 | $4,643+551.2% | $5,150+487.2% | $7,234+318.0% |