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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 | $157,185 | $56,110+180.1% | $94,993+65.5% | $70,126+124.1% |
| Participation rate | 51.2% | 65.0%-13.8pp | 73.9%-22.7pp | 69.5%-18.3pp |
| Annual return | 17.01% | 51.02%-34.0pp | 27.14%-10.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $855 | $1,442-40.7% | $2,603-67.2% | $2,343-63.5% |
| Participant deferral / active EE | $3,166 | $2,391+32.4% | $3,317-4.6% | $3,332-5.0% |
| Admin fee / account holder | $20,321 | $3,456+487.9% | $4,960+309.7% | $4,645+337.4% |