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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 | $76,789 | $67,823+13.2% | $52,425+46.5% | $137,256-44.1% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 14.50% | 219.11%-204.6pp | 302.12%-287.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $368 | $1,163-68.3% | $914-59.7% | $4,156-91.1% |
| Participant deferral / active EE | $1,522 | $2,288-33.5% | $1,790-15.0% | $6,407-76.2% |
| Admin fee / account holder | $2,069 | $2,844-27.3% | $2,495-17.1% | $12,270-83.1% |