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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 | $162,754 | $100,279+62.3% | $81,353+100.1% | $145,884+11.6% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 9.20% | 34.49%-25.3pp | 24.82%-15.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,491 | $4,611-67.7% | $3,885-61.6% | $6,690-77.7% |
| Admin fee / account holder | $6,756 | $8,206-17.7% | $5,766+17.2% | $13,392-49.6% |