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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 | $87,785 | $29,051+202.2% | $52,425+67.4% | $67,986+29.1% |
| Participation rate | 32.8% | 30.4%+2.4pp | 55.6%-22.8pp | 57.2%-24.4pp |
| Annual return | 16.79% | 24.00%-7.2pp | 302.12%-285.3pp | 31.67%-14.9pp |
| Employer contribution / active EE | $595 | $412+44.5% | $914-34.9% | $2,019-70.5% |
| Participant deferral / active EE | $1,453 | $873+66.5% | $1,790-18.8% | $3,358-56.7% |
| Admin fee / account holder | $3,570 | $2,113+69.0% | $2,495+43.1% | $3,203+11.5% |