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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 | $81,025 | $54,679+48.2% | $76,119+6.4% | $74,459+8.8% |
| Participation rate | 22.9% | 60.3%-37.5pp | 69.1%-46.2pp | 67.2%-44.3pp |
| Annual return | 14.35% | 31.90%-17.5pp | 361.25%-346.9pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $457 | $1,781-74.3% | $2,693-83.0% | $2,626-82.6% |
| Participant deferral / active EE | $1,687 | $3,072-45.1% | $4,259-60.4% | $4,350-61.2% |
| Admin fee / account holder | $13,386 | $2,238+498.1% | $6,421+108.5% | $1,945+588.3% |