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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 | $152,296 | $77,908+95.5% | $149,696+1.7% | $75,173+102.6% |
| Participation rate | 26.5% | 65.6%-39.1pp | 78.8%-52.3pp | 67.2%-40.7pp |
| Annual return | 14.99% | 31.73%-16.7pp | 134.46%-119.5pp | 160.72%-145.7pp |
| Employer contribution / active EE | $620 | $3,138-80.2% | $4,821-87.1% | $2,671-76.8% |
| Participant deferral / active EE | $1,449 | $3,411-57.5% | $5,682-74.5% | $4,126-64.9% |
| Admin fee / account holder | $4,934 | $5,950-17.1% | $13,212-62.7% | $5,651-12.7% |