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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 | $80,548 | $31,105+159.0% | $53,647+50.1% | $64,097+25.7% |
| Participation rate | 33.8% | 30.7%+3.1pp | 56.3%-22.5pp | 55.2%-21.4pp |
| Annual return | 21.88% | 22.54%-0.7pp | 358.33%-336.5pp | 34.64%-12.8pp |
| Employer contribution / active EE | $954 | $441+116.6% | $962-0.8% | $1,891-49.5% |
| Participant deferral / active EE | $2,173 | $896+142.4% | $1,813+19.8% | $3,080-29.5% |
| Admin fee / account holder | $1,866 | $2,195-15.0% | $2,460-24.1% | $3,454-46.0% |