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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 | $151,993 | $69,118+119.9% | $53,647+183.3% | $138,895+9.4% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 14.22% | 248.26%-234.0pp | 358.33%-344.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,061 | $1,189-10.8% | $962+10.3% | $4,194-74.7% |
| Participant deferral / active EE | $8,027 | $2,274+253.0% | $1,813+342.7% | $6,396+25.5% |
| Admin fee / account holder | $20,252 | $2,724+643.5% | $2,460+723.3% | $12,562+61.2% |