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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 | $84,619 | $34,316+146.6% | $74,722+13.2% | $72,975+16.0% |
| Participation rate | 34.7% | 42.4%-7.7pp | 54.5%-19.8pp | 69.5%-34.8pp |
| Annual return | 25.65% | 26.58%-0.9pp | 753.11%-727.5pp | 81.01%-55.4pp |
| Employer contribution / active EE | $211 | $692-69.4% | $1,084-80.5% | $2,440-91.3% |
| Participant deferral / active EE | $1,790 | $1,272+40.8% | $1,963-8.8% | $3,608-50.4% |
| Admin fee / account holder | $1,571 | $2,125-26.1% | $3,335-52.9% | $5,124-69.3% |