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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 | $168,061 | $69,118+143.2% | $53,647+213.3% | $138,895+21.0% |
| Participation rate | 22.2% | 64.0%-41.8pp | 56.3%-34.1pp | 79.9%-57.7pp |
| Annual return | 19.01% | 248.26%-229.3pp | 358.33%-339.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $465 | $1,189-60.9% | $962-51.7% | $4,194-88.9% |
| Participant deferral / active EE | $6,056 | $2,274+166.3% | $1,813+234.0% | $6,396-5.3% |
| Admin fee / account holder | $642 | $2,724-76.4% | $2,460-73.9% | $12,562-94.9% |