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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 | $165,401 | $154,193+7.3% | $130,045+27.2% | $139,466+18.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 14.98% | 32.51%-17.5pp | -137.30%+152.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,155 | $5,292-40.4% | $4,321-27.0% | $4,754-33.6% |
| Participant deferral / active EE | $12,000 | $6,709+78.9% | $5,820+106.2% | $6,712+78.8% |
| Admin fee / account holder | $811 | $13,989-94.2% | $10,600-92.4% | $11,409-92.9% |