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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 | $87,091 | $69,118+26.0% | $53,647+62.3% | $138,895-37.3% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 16.76% | 248.26%-231.5pp | 358.33%-341.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $718 | $1,189-39.6% | $962-25.3% | $4,194-82.9% |
| Participant deferral / active EE | $7,751 | $2,274+240.9% | $1,813+327.5% | $6,396+21.2% |
| Admin fee / account holder | $328 | $2,724-87.9% | $2,460-86.7% | $12,562-97.4% |