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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 | $178,051 | $88,672+100.8% | $105,223+69.2% | $82,448+116.0% |
| Participation rate | 22.0% | 67.9%-46.0pp | 75.0%-53.1pp | 68.1%-46.1pp |
| Annual return | 19.71% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $818 | $3,048-73.2% | $3,689-77.8% | $2,551-67.9% |
| Participant deferral / active EE | $2,658 | $4,036-34.1% | $5,072-47.6% | $4,139-35.8% |
| Admin fee / account holder | $2,115 | $7,146-70.4% | $8,859-76.1% | $7,234-70.8% |