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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 | $162,175 | $100,147+61.9% | $81,286+99.5% | $145,877+11.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 9.75% | 34.44%-24.7pp | 24.80%-15.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,502 | $2,977-49.5% | $2,463-39.0% | $4,663-67.8% |
| Participant deferral / active EE | $8,030 | $4,607+74.3% | $3,883+106.8% | $6,691+20.0% |
| Admin fee / account holder | $21,548 | $8,201+162.7% | $5,764+273.8% | $13,402+60.8% |