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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 | $161,403 | $91,037+77.3% | $71,671+125.2% | $147,586+9.4% |
| Participation rate | 27.8% | 76.1%-48.3pp | 68.7%-41.0pp | 82.8%-55.1pp |
| Annual return | 18.73% | 20.48%-1.7pp | 20.65%-1.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $689 | $3,327-79.3% | $2,460-72.0% | $4,876-85.9% |
| Participant deferral / active EE | $1,365 | $4,498-69.7% | $3,438-60.3% | $5,439-74.9% |
| Admin fee / account holder | $17,453 | $8,613+102.6% | $5,558+214.0% | $10,886+60.3% |