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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 | $90,077 | $67,823+32.8% | $52,425+71.8% | $137,256-34.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 17.30% | 219.11%-201.8pp | 302.12%-284.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,664 | $1,163+43.1% | $914+82.0% | $4,156-60.0% |
| Participant deferral / active EE | $5,547 | $2,288+142.4% | $1,790+209.8% | $6,407-13.4% |
| Admin fee / account holder | $342 | $2,844-88.0% | $2,495-86.3% | $12,270-97.2% |