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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 | $108,769 | $67,823+60.4% | $52,425+107.5% | $137,256-20.8% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 22.03% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $541 | $1,163-53.5% | $914-40.9% | $4,156-87.0% |
| Participant deferral / active EE | $2,360 | $2,288+3.1% | $1,790+31.8% | $6,407-63.2% |
| Admin fee / account holder | $3,096 | $2,844+8.8% | $2,495+24.1% | $12,270-74.8% |