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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 | $83,750 | $53,128+57.6% | $86,582-3.3% | $70,126+19.4% |
| Participation rate | 54.1% | 65.3%-11.3pp | 73.5%-19.5pp | 69.5%-15.5pp |
| Annual return | 14.98% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,104 | $2,068-46.6% | $2,839-61.1% | $2,343-52.9% |
| Participant deferral / active EE | $3,941 | $2,695+46.2% | $3,609+9.2% | $3,332+18.3% |
| Admin fee / account holder | $6,853 | $3,584+91.2% | $4,904+39.7% | $4,645+47.5% |