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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 | $153,073 | $88,672+72.6% | $105,223+45.5% | $82,448+85.7% |
| Participation rate | 27.3% | 67.9%-40.7pp | 75.0%-47.8pp | 68.1%-40.8pp |
| Annual return | 13.28% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,409 | $3,048-53.8% | $3,689-61.8% | $2,551-44.8% |
| Participant deferral / active EE | $2,782 | $4,036-31.1% | $5,072-45.1% | $4,139-32.8% |
| Admin fee / account holder | $831 | $7,146-88.4% | $8,859-90.6% | $7,234-88.5% |