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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 | $161,267 | $127,387+26.6% | $115,038+40.2% | $125,389+28.6% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,377 | $5,166-73.4% | $4,608-70.1% | $4,866-71.7% |
| Participant deferral / active EE | $2,600 | $6,423-59.5% | $6,026-56.9% | $5,352-51.4% |
| Admin fee / account holder | $846 | $9,516-91.1% | $8,175-89.7% | $9,541-91.1% |