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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 | $90,876 | $67,823+34.0% | $52,425+73.3% | $137,256-33.8% |
| Participation rate | 37.5% | 63.9%-26.4pp | 55.6%-18.1pp | 80.0%-42.5pp |
| Annual return | 14.79% | 219.11%-204.3pp | 302.12%-287.3pp | 220.34%-205.6pp |
| Employer contribution / active EE | $527 | $1,163-54.7% | $914-42.4% | $4,156-87.3% |
| Participant deferral / active EE | $4,324 | $2,288+89.0% | $1,790+141.5% | $6,407-32.5% |
| Admin fee / account holder | $16,867 | $2,844+493.0% | $2,495+576.1% | $12,270+37.5% |