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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 | $69,118+24.0% | $53,647+59.7% | $138,895-38.3% |
| Participation rate | 58.3% | 64.0%-5.6pp | 56.3%+2.1pp | 79.9%-21.6pp |
| Annual return | 12.97% | 248.26%-235.3pp | 358.33%-345.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,010 | $1,189-15.1% | $962+4.9% | $4,194-75.9% |
| Participant deferral / active EE | $4,049 | $2,274+78.1% | $1,813+123.3% | $6,396-36.7% |
| Admin fee / account holder | $634 | $2,724-76.7% | $2,460-74.2% | $12,562-95.0% |