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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 | $90,008 | $34,316+162.3% | $74,719+20.5% | $72,983+23.3% |
| Participation rate | 51.0% | 42.4%+8.6pp | 54.5%-3.4pp | 69.5%-18.5pp |
| Annual return | 19.76% | 26.58%-6.8pp | 753.05%-733.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $785 | $692+13.4% | $1,084-27.6% | $2,440-67.8% |
| Participant deferral / active EE | $1,569 | $1,272+23.4% | $1,963-20.1% | $3,608-56.5% |
| Admin fee / account holder | $10,855 | $2,125+410.9% | $3,334+225.5% | $5,124+111.8% |