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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 | $95,314 | $51,184+86.2% | $66,439+43.5% | $86,983+9.6% |
| Participation rate | 26.0% | 68.5%-42.5pp | 74.5%-48.5pp | 69.5%-43.5pp |
| Annual return | 17.63% | 17.07%+0.6pp | 757.66%-740.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $620 | $2,023-69.4% | $2,637-76.5% | $2,584-76.0% |
| Participant deferral / active EE | $1,610 | $2,927-45.0% | $3,876-58.5% | $4,194-61.6% |
| Admin fee / account holder | $9,364 | $4,154+125.4% | $6,173+51.7% | $7,856+19.2% |