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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 | $168,677 | $117,846+43.1% | $102,434+64.7% | $145,884+15.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 20.09% | 31.90%-11.8pp | 29.46%-9.4pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,230 | $3,615-66.0% | $3,023-59.3% | $4,662-73.6% |
| Participant deferral / active EE | $2,170 | $5,733-62.1% | $5,055-57.1% | $6,690-67.6% |
| Admin fee / account holder | $6,661 | $13,356-50.1% | $9,462-29.6% | $13,392-50.3% |