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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 | $158,079 | $101,618+55.6% | $93,063+69.9% | $137,256+15.2% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 16.65% | 223.95%-207.3pp | 34.15%-17.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $321 | $2,707-88.2% | $2,476-87.1% | $4,156-92.3% |
| Participant deferral / active EE | $2,121 | $4,279-50.4% | $3,958-46.4% | $6,407-66.9% |
| Admin fee / account holder | $2,112 | $6,198-65.9% | $6,033-65.0% | $12,270-82.8% |