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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 | $69,118+31.5% | $53,647+69.4% | $138,895-34.6% |
| Participation rate | 37.5% | 64.0%-26.5pp | 56.3%-18.8pp | 79.9%-42.4pp |
| Annual return | 14.79% | 248.26%-233.5pp | 358.33%-343.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $527 | $1,189-55.7% | $962-45.2% | $4,194-87.4% |
| Participant deferral / active EE | $4,324 | $2,274+90.1% | $1,813+138.5% | $6,396-32.4% |
| Admin fee / account holder | $16,867 | $2,724+519.2% | $2,460+585.7% | $12,562+34.3% |