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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 | $92,560 | $77,449+19.5% | $69,483+33.2% | $152,909-39.5% |
| Participation rate | 46.7% | 78.1%-31.4pp | 74.6%-27.9pp | 82.5%-35.8pp |
| Annual return | 18.20% | 39.09%-20.9pp | 28.99%-10.8pp | 345.46%-327.3pp |
| Employer contribution / active EE | $714 | $3,316-78.5% | $2,780-74.3% | $4,764-85.0% |
| Participant deferral / active EE | $4,701 | $4,415+6.5% | $3,537+32.9% | $5,851-19.7% |
| Admin fee / account holder | $15,376 | $6,210+147.6% | $3,841+300.3% | $11,601+32.5% |