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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 | $157,028 | $67,823+131.5% | $52,425+199.5% | $137,256+14.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 16.80% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $849 | $1,163-27.0% | $914-7.1% | $4,156-79.6% |
| Participant deferral / active EE | $3,620 | $2,288+58.2% | $1,790+102.2% | $6,407-43.5% |
| Admin fee / account holder | $785 | $2,844-72.4% | $2,495-68.6% | $12,270-93.6% |