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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 | $69,118+131.9% | $53,647+198.8% | $138,895+15.4% |
| Participation rate | 10.0% | 64.0%-54.0pp | 56.3%-46.3pp | 79.9%-69.9pp |
| Annual return | 18.94% | 248.26%-229.3pp | 358.33%-339.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $642 | $1,189-46.1% | $962-33.3% | $4,194-84.7% |
| Participant deferral / active EE | $2,724 | $2,274+19.8% | $1,813+50.2% | $6,396-57.4% |
| Admin fee / account holder | $3,406 | $2,724+25.0% | $2,460+38.5% | $12,562-72.9% |