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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 | $144,280 | $69,118+108.7% | $53,647+168.9% | $138,895+3.9% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 12.44% | 248.26%-235.8pp | 358.33%-345.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $468 | $1,189-60.7% | $962-51.4% | $4,194-88.8% |
| Participant deferral / active EE | $4,827 | $2,274+112.3% | $1,813+166.2% | $6,396-24.5% |
| Admin fee / account holder | $30,060 | $2,724+1003.5% | $2,460+1122.0% | $12,562+139.3% |