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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 | $87,244 | $48,337+80.5% | $67,560+29.1% | $80,959+7.8% |
| Participation rate | 21.2% | 66.4%-45.2pp | 72.9%-51.7pp | 67.7%-46.5pp |
| Annual return | 24.13% | 18.26%+5.9pp | 3533.50%-3509.4pp | 35.67%-11.5pp |
| Employer contribution / active EE | $586 | $2,023-71.0% | $2,737-78.6% | $2,757-78.7% |
| Participant deferral / active EE | $3,144 | $2,928+7.4% | $4,004-21.5% | $4,300-26.9% |
| Admin fee / account holder | $661 | $3,695-82.1% | $3,994-83.4% | $6,925-90.5% |