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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 | $160,786 | $97,125+65.5% | $86,233+86.5% | $137,256+17.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 16.66% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $785 | $2,841-72.4% | $2,504-68.6% | $4,156-81.1% |
| Participant deferral / active EE | $12,200 | $5,180+135.5% | $4,559+167.6% | $6,407+90.4% |
| Admin fee / account holder | $561 | $9,725-94.2% | $8,342-93.3% | $12,270-95.4% |