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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 | $112,520 | $27,800+304.7% | $58,544+92.2% | $71,495+57.4% |
| Participation rate | 30.8% | 34.6%-3.8pp | 50.9%-20.1pp | 67.9%-37.2pp |
| Annual return | 21.28% | 26.80%-5.5pp | 4249.56%-4228.3pp | 28.85%-7.6pp |
| Employer contribution / active EE | $915 | $632+44.9% | $1,053-13.1% | $2,589-64.7% |
| Participant deferral / active EE | $1,711 | $1,208+41.6% | $1,923-11.0% | $4,291-60.1% |
| Admin fee / account holder | $952 | $1,637-41.8% | $2,520-62.2% | $1,588-40.0% |