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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 | $83,540 | $67,823+23.2% | $52,425+59.4% | $137,256-39.1% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 20.87% | 219.11%-198.2pp | 302.12%-281.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $347 | $1,163-70.2% | $914-62.1% | $4,156-91.7% |
| Participant deferral / active EE | $2,600 | $2,288+13.6% | $1,790+45.2% | $6,407-59.4% |
| Admin fee / account holder | $797 | $2,844-72.0% | $2,495-68.1% | $12,270-93.5% |