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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 | $157,166 | $209,336-24.9% | $197,124-20.3% | $137,256+14.5% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.48% | 48.09%-25.6pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,670 | $6,591-74.7% | $6,227-73.2% | $4,156-59.8% |
| Participant deferral / active EE | $11,750 | $9,614+22.2% | $9,135+28.6% | $6,407+83.4% |
| Admin fee / account holder | $448 | $17,308-97.4% | $16,298-97.3% | $12,270-96.3% |