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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 | $138,405 | $104,251+32.8% | $91,004+52.1% | $147,586-6.2% |
| Participation rate | 61.9% | 78.2%-16.3pp | 75.6%-13.7pp | 82.8%-20.9pp |
| Annual return | 11.98% | 27.06%-15.1pp | 4.60%+7.4pp | 578.59%-566.6pp |
| Employer contribution / active EE | $850 | $3,116-72.7% | $2,456-65.4% | $4,876-82.6% |
| Participant deferral / active EE | $3,400 | $4,195-19.0% | $3,548-4.2% | $5,439-37.5% |
| Admin fee / account holder | $17,866 | $8,948+99.7% | $5,417+229.8% | $10,886+64.1% |