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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 | $79,851 | $69,118+15.5% | $53,647+48.8% | $138,895-42.5% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 18.09% | 248.26%-230.2pp | 358.33%-340.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $818 | $1,189-31.3% | $962-15.0% | $4,194-80.5% |
| Participant deferral / active EE | $5,145 | $2,274+126.3% | $1,813+183.8% | $6,396-19.6% |
| Admin fee / account holder | $1,119 | $2,724-58.9% | $2,460-54.5% | $12,562-91.1% |