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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 | $95,715 | $82,133+16.5% | $147,318-35.0% | $64,097+49.3% |
| Participation rate | 18.9% | 62.3%-43.4pp | 82.1%-63.2pp | 55.2%-36.3pp |
| Annual return | 17.37% | 78.78%-61.4pp | 70.43%-53.1pp | 34.64%-17.3pp |
| Employer contribution / active EE | $819 | $2,872-71.5% | $4,593-82.2% | $1,891-56.7% |
| Participant deferral / active EE | $1,982 | $5,407-63.3% | $7,906-74.9% | $3,080-35.6% |
| Admin fee / account holder | $9,170 | $3,730+145.9% | $13,708-33.1% | $3,454+165.5% |