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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 | $85,602 | $67,823+26.2% | $52,425+63.3% | $137,256-37.6% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 14.80% | 219.11%-204.3pp | 302.12%-287.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $434 | $1,163-62.7% | $914-52.5% | $4,156-89.6% |
| Participant deferral / active EE | $2,170 | $2,288-5.2% | $1,790+21.2% | $6,407-66.1% |
| Admin fee / account holder | $313 | $2,844-89.0% | $2,495-87.5% | $12,270-97.4% |