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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 | $168,334 | $124,314+35.4% | $109,163+54.2% | $167,518+0.5% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 12.51% | 26.04%-13.5pp | 25.75%-13.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $996 | $4,209-76.3% | $3,723-73.2% | $4,838-79.4% |
| Participant deferral / active EE | $4,767 | $5,256-9.3% | $4,654+2.4% | $6,342-24.8% |
| Admin fee / account holder | $1,327 | $7,973-83.4% | $6,754-80.4% | $12,312-89.2% |