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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 | $87,155 | $29,051+200.0% | $52,425+66.2% | $67,986+28.2% |
| Participation rate | 18.9% | 30.4%-11.5pp | 55.6%-36.7pp | 57.2%-38.3pp |
| Annual return | 15.74% | 24.00%-8.3pp | 302.12%-286.4pp | 31.67%-15.9pp |
| Employer contribution / active EE | $424 | $412+2.9% | $914-53.6% | $2,019-79.0% |
| Participant deferral / active EE | $899 | $873+3.0% | $1,790-49.8% | $3,358-73.2% |
| Admin fee / account holder | $6,619 | $2,113+213.3% | $2,495+165.3% | $3,203+106.6% |