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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 | $82,102 | $70,366+16.7% | $66,674+23.1% | $138,895-40.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 16.77% | 386.41%-369.6pp | 321.24%-304.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $435 | $2,765-84.3% | $2,620-83.4% | $4,194-89.6% |
| Participant deferral / active EE | $4,361 | $4,374-0.3% | $4,084+6.8% | $6,396-31.8% |
| Admin fee / account holder | $2,817 | $5,262-46.5% | $5,098-44.7% | $12,562-77.6% |