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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 | $98,220 | $69,118+42.1% | $53,647+83.1% | $138,895-29.3% |
| Participation rate | 45.8% | 64.0%-18.1pp | 56.3%-10.4pp | 79.9%-34.1pp |
| Annual return | 13.27% | 248.26%-235.0pp | 358.33%-345.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $687 | $1,189-42.2% | $962-28.6% | $4,194-83.6% |
| Participant deferral / active EE | $1,272 | $2,274-44.1% | $1,813-29.8% | $6,396-80.1% |
| Admin fee / account holder | $7,287 | $2,724+167.5% | $2,460+196.2% | $12,562-42.0% |