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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 | $166,962 | $97,125+71.9% | $86,233+93.6% | $137,256+21.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 14.64% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $873 | $2,841-69.3% | $2,504-65.1% | $4,156-79.0% |
| Participant deferral / active EE | $2,066 | $5,180-60.1% | $4,559-54.7% | $6,407-67.8% |
| Admin fee / account holder | $9,812 | $9,725+0.9% | $8,342+17.6% | $12,270-20.0% |