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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 | $145,394 | $47,479+206.2% | $62,929+131.0% | $82,448+76.3% |
| Participation rate | 44.7% | 66.9%-22.1pp | 73.1%-28.4pp | 68.1%-23.3pp |
| Annual return | 17.64% | 20.34%-2.7pp | 1063.93%-1046.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,164 | $1,885-38.3% | $2,505-53.5% | $2,551-54.4% |
| Participant deferral / active EE | $4,556 | $2,870+58.7% | $3,888+17.2% | $4,139+10.1% |
| Admin fee / account holder | $3,589 | $3,804-5.6% | $5,065-29.1% | $7,234-50.4% |