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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 | $176,301 | $117,444+50.1% | $99,479+77.2% | $152,909+15.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 21.75% | 31.87%-10.1pp | 30.72%-9.0pp | 345.46%-323.7pp |
| Employer contribution / active EE | $362 | $3,014-88.0% | $2,540-85.7% | $4,764-92.4% |
| Participant deferral / active EE | $2,307 | $4,086-43.6% | $3,619-36.3% | $5,851-60.6% |
| Admin fee / account holder | $1,415 | $7,635-81.5% | $6,253-77.4% | $11,601-87.8% |