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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 | $160,274 | $67,823+136.3% | $52,425+205.7% | $137,256+16.8% |
| Participation rate | 10.0% | 63.9%-53.9pp | 55.6%-45.6pp | 80.0%-70.0pp |
| Annual return | 18.94% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $642 | $1,163-44.8% | $914-29.8% | $4,156-84.6% |
| Participant deferral / active EE | $2,724 | $2,288+19.1% | $1,790+52.1% | $6,407-57.5% |
| Admin fee / account holder | $3,406 | $2,844+19.8% | $2,495+36.5% | $12,270-72.2% |