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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 | $95,660 | $69,118+38.4% | $53,647+78.3% | $138,895-31.1% |
| Participation rate | 8.7% | 64.0%-55.3pp | 56.3%-47.6pp | 79.9%-71.2pp |
| Annual return | 26.20% | 248.26%-222.1pp | 358.33%-332.1pp | 145.39%-119.2pp |
| Employer contribution / active EE | $174 | $1,189-85.4% | $962-81.9% | $4,194-95.9% |
| Participant deferral / active EE | $2,043 | $2,274-10.1% | $1,813+12.7% | $6,396-68.1% |
| Admin fee / account holder | $330 | $2,724-87.9% | $2,460-86.6% | $12,562-97.4% |