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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 | $85,821 | $69,118+24.2% | $53,647+60.0% | $138,895-38.2% |
| Participation rate | 53.3% | 64.0%-10.6pp | 56.3%-2.9pp | 79.9%-26.6pp |
| Annual return | 10.00% | 248.26%-238.3pp | 358.33%-348.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $997 | $1,189-16.2% | $962+3.6% | $4,194-76.2% |
| Participant deferral / active EE | $2,037 | $2,274-10.4% | $1,813+12.3% | $6,396-68.2% |
| Admin fee / account holder | $6,579 | $2,724+141.5% | $2,460+167.5% | $12,562-47.6% |