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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 | $149,512 | $100,147+49.3% | $81,286+83.9% | $145,877+2.5% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.5%-27.9pp | 80.3%-38.6pp |
| Annual return | 18.88% | 34.44%-15.6pp | 24.80%-5.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,651 | $2,977-10.9% | $2,463+7.7% | $4,663-43.1% |
| Participant deferral / active EE | $6,568 | $4,607+42.6% | $3,883+69.1% | $6,691-1.8% |
| Admin fee / account holder | $3,067 | $8,201-62.6% | $5,764-46.8% | $13,402-77.1% |