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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 | $69,118+127.2% | $53,647+192.7% | $138,895+13.1% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 16.80% | 248.26%-231.5pp | 358.33%-341.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $849 | $1,189-28.6% | $962-11.8% | $4,194-79.8% |
| Participant deferral / active EE | $3,620 | $2,274+59.2% | $1,813+99.6% | $6,396-43.4% |
| Admin fee / account holder | $785 | $2,724-71.2% | $2,460-68.1% | $12,562-93.8% |