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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 | $142,225 | $65,027+118.7% | $90,970+56.3% | $79,852+78.1% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 19.34% | 30.45%-11.1pp | 134.58%-115.2pp | 31.72%-12.4pp |
| Employer contribution / active EE | $941 | $1,247-24.6% | $2,122-55.7% | $2,471-61.9% |
| Participant deferral / active EE | $3,588 | $2,512+42.8% | $3,373+6.3% | $3,740-4.1% |
| Admin fee / account holder | $955 | $4,535-78.9% | $5,960-84.0% | $5,306-82.0% |