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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 | $67,823+20.5% | $52,425+55.9% | $137,256-40.5% |
| Participation rate | 27.8% | 63.9%-36.1pp | 55.6%-27.8pp | 80.0%-52.2pp |
| Annual return | 12.14% | 219.11%-207.0pp | 302.12%-290.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,180 | $1,163+1.5% | $914+29.1% | $4,156-71.6% |
| Participant deferral / active EE | $1,938 | $2,288-15.3% | $1,790+8.3% | $6,407-69.7% |
| Admin fee / account holder | $7,884 | $2,844+177.2% | $2,495+216.0% | $12,270-35.7% |