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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 | $95,995 | $67,823+41.5% | $52,425+83.1% | $137,256-30.1% |
| Participation rate | 23.1% | 63.9%-40.8pp | 55.6%-32.5pp | 80.0%-56.9pp |
| Annual return | 19.68% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.7pp |
| Employer contribution / active EE | $768 | $1,163-33.9% | $914-15.9% | $4,156-81.5% |
| Participant deferral / active EE | $5,643 | $2,288+146.7% | $1,790+215.2% | $6,407-11.9% |
| Admin fee / account holder | $332 | $2,844-88.3% | $2,495-86.7% | $12,270-97.3% |