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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 | $151,310 | $110,410+37.0% | $102,437+47.7% | $145,897+3.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.29% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $882 | $4,217-79.1% | $3,871-77.2% | $4,663-81.1% |
| Participant deferral / active EE | $4,735 | $5,622-15.8% | $5,060-6.4% | $6,689-29.2% |
| Admin fee / account holder | $13,464 | $9,745+38.2% | $8,388+60.5% | $13,390+0.5% |