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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 | $161,230 | $107,030+50.6% | $73,550+119.2% | $147,586+9.2% |
| Participation rate | 53.8% | 66.4%-12.5pp | 54.9%-1.1pp | 82.8%-29.0pp |
| Annual return | 2.53% | 38.25%-35.7pp | -15.16%+17.7pp | 578.59%-576.1pp |
| Employer contribution / active EE | $1,123 | $1,760-36.2% | $1,219-7.9% | $4,876-77.0% |
| Participant deferral / active EE | $3,772 | $2,458+53.5% | $1,804+109.1% | $5,439-30.6% |
| Admin fee / account holder | $613 | $3,055-79.9% | $2,320-73.6% | $10,886-94.4% |