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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 | $170,721 | $127,790+33.6% | $106,555+60.2% | $167,536+1.9% |
| Participation rate | 42.9% | 78.3%-35.4pp | 76.1%-33.3pp | 82.1%-39.3pp |
| Annual return | 22.66% | 33.88%-11.2pp | 26.80%-4.1pp | 478.82%-456.2pp |
| Employer contribution / active EE | $923 | $3,428-73.1% | $2,819-67.3% | $4,839-80.9% |
| Participant deferral / active EE | $1,849 | $5,088-63.7% | $4,399-58.0% | $6,342-70.9% |
| Admin fee / account holder | $3,496 | $11,229-68.9% | $7,408-52.8% | $12,315-71.6% |