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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 | $69,118+28.5% | $53,647+65.5% | $138,895-36.1% |
| Participation rate | 25.0% | 64.0%-39.0pp | 56.3%-31.3pp | 79.9%-54.9pp |
| Annual return | 15.85% | 248.26%-232.4pp | 358.33%-342.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $684 | $1,189-42.5% | $962-28.9% | $4,194-83.7% |
| Participant deferral / active EE | $2,726 | $2,274+19.9% | $1,813+50.3% | $6,396-57.4% |
| Admin fee / account holder | $927 | $2,724-66.0% | $2,460-62.3% | $12,562-92.6% |