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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 | $119,551 | $69,118+73.0% | $53,647+122.8% | $138,895-13.9% |
| Participation rate | 47.1% | 64.0%-16.9pp | 56.3%-9.2pp | 79.9%-32.9pp |
| Annual return | 12.57% | 248.26%-235.7pp | 358.33%-345.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $989 | $1,189-16.8% | $962+2.8% | $4,194-76.4% |
| Participant deferral / active EE | $2,438 | $2,274+7.2% | $1,813+34.4% | $6,396-61.9% |
| Admin fee / account holder | $1,064 | $2,724-60.9% | $2,460-56.7% | $12,562-91.5% |