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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 | $81,426 | $67,823+20.1% | $52,425+55.3% | $137,256-40.7% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 14.40% | 219.11%-204.7pp | 302.12%-287.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $862 | $1,163-25.8% | $914-5.7% | $4,156-79.2% |
| Participant deferral / active EE | $6,174 | $2,288+169.8% | $1,790+244.8% | $6,407-3.6% |
| Admin fee / account holder | $404 | $2,844-85.8% | $2,495-83.8% | $12,270-96.7% |