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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 | $97,547 | $49,896+95.5% | $80,627+21.0% | $75,173+29.8% |
| Participation rate | 20.5% | 55.3%-34.8pp | 67.0%-46.5pp | 67.2%-46.7pp |
| Annual return | 18.60% | 34.67%-16.1pp | 936.76%-918.2pp | 160.72%-142.1pp |
| Employer contribution / active EE | $555 | $1,699-67.3% | $2,723-79.6% | $2,671-79.2% |
| Participant deferral / active EE | $1,438 | $2,992-51.9% | $4,443-67.6% | $4,126-65.1% |
| Admin fee / account holder | $2,823 | $3,578-21.1% | $5,381-47.5% | $5,651-50.0% |