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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 | $166,020 | $152,460+8.9% | $118,746+39.8% | $147,585+12.5% |
| Participation rate | 63.6% | 82.3%-18.6pp | 78.3%-14.6pp | 82.8%-19.2pp |
| Annual return | 14.28% | 17.41%-3.1pp | 24.54%-10.3pp | 578.58%-564.3pp |
| Employer contribution / active EE | $1,338 | $5,046-73.5% | $4,193-68.1% | $4,876-72.6% |
| Participant deferral / active EE | $7,033 | $6,212+13.2% | $5,332+31.9% | $5,439+29.3% |
| Admin fee / account holder | $30,617 | $16,953+80.6% | $10,720+185.6% | $10,886+181.3% |