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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 | $90,873 | $29,319+209.9% | $52,425+73.3% | $82,448+10.2% |
| Participation rate | 43.4% | 46.9%-3.5pp | 55.6%-12.2pp | 68.1%-24.7pp |
| Annual return | 16.40% | 535.20%-518.8pp | 302.12%-285.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $272 | $586-53.6% | $914-70.2% | $2,551-89.3% |
| Participant deferral / active EE | $990 | $1,171-15.5% | $1,790-44.7% | $4,139-76.1% |
| Admin fee / account holder | $570 | $1,962-70.9% | $2,495-77.1% | $7,234-92.1% |