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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 | $69,118+17.8% | $53,647+51.8% | $138,895-41.4% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 14.40% | 248.26%-233.9pp | 358.33%-343.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $862 | $1,189-27.5% | $962-10.4% | $4,194-79.4% |
| Participant deferral / active EE | $6,174 | $2,274+171.5% | $1,813+240.5% | $6,396-3.5% |
| Admin fee / account holder | $404 | $2,724-85.2% | $2,460-83.6% | $12,562-96.8% |