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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 | $48,284+80.7% | $67,524+29.2% | $80,911+7.8% |
| Participation rate | 21.2% | 66.4%-45.2pp | 72.9%-51.7pp | 67.6%-46.4pp |
| Annual return | 24.13% | 18.27%+5.9pp | 3519.41%-3495.3pp | 35.63%-11.5pp |
| Employer contribution / active EE | $586 | $2,021-71.0% | $2,734-78.6% | $2,756-78.7% |
| Participant deferral / active EE | $3,144 | $2,927+7.4% | $4,001-21.4% | $4,297-26.8% |
| Admin fee / account holder | $661 | $3,688-82.1% | $4,001-83.5% | $6,935-90.5% |