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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 | $164,527 | $115,903+42.0% | $100,528+63.7% | $158,966+3.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 15.55% | 34.80%-19.3pp | 30.90%-15.3pp | 302.95%-287.4pp |
| Employer contribution / active EE | $780 | $4,105-81.0% | $3,419-77.2% | $4,762-83.6% |
| Participant deferral / active EE | $4,067 | $6,677-39.1% | $6,271-35.1% | $5,983-32.0% |
| Admin fee / account holder | $1,285 | $11,000-88.3% | $8,084-84.1% | $11,250-88.6% |