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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 | $165,191 | $94,529+74.8% | $140,019+18.0% | $64,173+157.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 87.5%-37.5pp | 69.6%-19.6pp |
| Annual return | 16.53% | 7.77%+8.8pp | 651.17%-634.6pp | 7.63%+8.9pp |
| Employer contribution / active EE | $1,716 | $3,812-55.0% | $5,605-69.4% | $2,381-27.9% |
| Participant deferral / active EE | $3,547 | $5,250-32.4% | $6,927-48.8% | $3,470+2.2% |
| Admin fee / account holder | $1,496 | $6,741-77.8% | $10,705-86.0% | $4,887-69.4% |