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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 | $85,684 | $67,823+26.3% | $52,425+63.4% | $137,256-37.6% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 12.97% | 219.11%-206.1pp | 302.12%-289.2pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,010 | $1,163-13.2% | $914+10.4% | $4,156-75.7% |
| Participant deferral / active EE | $4,049 | $2,288+77.0% | $1,790+126.2% | $6,407-36.8% |
| Admin fee / account holder | $634 | $2,844-77.7% | $2,495-74.6% | $12,270-94.8% |