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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 | $105,284+45.4% | $150,734+1.6% | $94,015+62.8% |
| Participation rate | 27.3% | 71.7%-44.5pp | 78.4%-51.2pp | 70.8%-43.5pp |
| Annual return | 13.28% | 15.67%-2.4pp | 600.81%-587.5pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,409 | $3,599-60.8% | $4,918-71.4% | $2,790-49.5% |
| Participant deferral / active EE | $2,782 | $4,274-34.9% | $5,610-50.4% | $4,249-34.5% |
| Admin fee / account holder | $831 | $9,839-91.6% | $14,905-94.4% | $8,951-90.7% |