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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 | $92,890 | $34,316+170.7% | $74,722+24.3% | $72,975+27.3% |
| Participation rate | 21.4% | 42.4%-21.0pp | 54.5%-33.0pp | 69.5%-48.1pp |
| Annual return | 25.46% | 26.58%-1.1pp | 753.11%-727.7pp | 81.01%-55.6pp |
| Employer contribution / active EE | $433 | $692-37.4% | $1,084-60.0% | $2,440-82.2% |
| Participant deferral / active EE | $1,455 | $1,272+14.4% | $1,963-25.9% | $3,608-59.7% |
| Admin fee / account holder | $2,366 | $2,125+11.4% | $3,335-29.0% | $5,124-53.8% |