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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 | $103,721 | $69,118+50.1% | $53,647+93.3% | $138,895-25.3% |
| Participation rate | 25.0% | 64.0%-39.0pp | 56.3%-31.3pp | 79.9%-54.9pp |
| Annual return | 17.99% | 248.26%-230.3pp | 358.33%-340.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $893 | $1,189-24.9% | $962-7.2% | $4,194-78.7% |
| Participant deferral / active EE | $4,285 | $2,274+88.4% | $1,813+136.3% | $6,396-33.0% |
| Admin fee / account holder | $2,826 | $2,724+3.7% | $2,460+14.9% | $12,562-77.5% |