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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 | $67,823+26.5% | $52,425+63.7% | $137,256-37.5% |
| Participation rate | 53.3% | 63.9%-10.6pp | 55.6%-2.3pp | 80.0%-26.6pp |
| Annual return | 10.00% | 219.11%-209.1pp | 302.12%-292.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $997 | $1,163-14.3% | $914+9.1% | $4,156-76.0% |
| Participant deferral / active EE | $2,037 | $2,288-11.0% | $1,790+13.8% | $6,407-68.2% |
| Admin fee / account holder | $6,579 | $2,844+131.3% | $2,495+163.7% | $12,270-46.4% |