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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 | $96,970 | $69,118+40.3% | $53,647+80.8% | $138,895-30.2% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 17.09% | 248.26%-231.2pp | 358.33%-341.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $588 | $1,189-50.5% | $962-38.8% | $4,194-86.0% |
| Participant deferral / active EE | $2,799 | $2,274+23.1% | $1,813+54.4% | $6,396-56.2% |
| Admin fee / account holder | $814 | $2,724-70.1% | $2,460-66.9% | $12,562-93.5% |