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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 | $69,118+23.8% | $53,647+59.6% | $138,895-38.4% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 14.80% | 248.26%-233.5pp | 358.33%-343.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $434 | $1,189-63.5% | $962-54.9% | $4,194-89.7% |
| Participant deferral / active EE | $2,170 | $2,274-4.6% | $1,813+19.7% | $6,396-66.1% |
| Admin fee / account holder | $313 | $2,724-88.5% | $2,460-87.3% | $12,562-97.5% |