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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 | $88,793 | $67,823+30.9% | $52,425+69.4% | $137,256-35.3% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 15.85% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $684 | $1,163-41.2% | $914-25.2% | $4,156-83.5% |
| Participant deferral / active EE | $2,726 | $2,288+19.1% | $1,790+52.3% | $6,407-57.5% |
| Admin fee / account holder | $927 | $2,844-67.4% | $2,495-62.8% | $12,270-92.4% |