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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 | $144,346 | $69,118+108.8% | $53,647+169.1% | $138,895+3.9% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 19.07% | 248.26%-229.2pp | 358.33%-339.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $712 | $1,189-40.2% | $962-26.0% | $4,194-83.0% |
| Participant deferral / active EE | $2,122 | $2,274-6.7% | $1,813+17.0% | $6,396-66.8% |
| Admin fee / account holder | $561 | $2,724-79.4% | $2,460-77.2% | $12,562-95.5% |