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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 | $81,734 | $69,118+18.3% | $53,647+52.4% | $138,895-41.2% |
| Participation rate | 27.8% | 64.0%-36.2pp | 56.3%-28.5pp | 79.9%-52.1pp |
| Annual return | 12.14% | 248.26%-236.1pp | 358.33%-346.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,180 | $1,189-0.8% | $962+22.7% | $4,194-71.9% |
| Participant deferral / active EE | $1,938 | $2,274-14.8% | $1,813+6.9% | $6,396-69.7% |
| Admin fee / account holder | $7,884 | $2,724+189.4% | $2,460+220.5% | $12,562-37.2% |