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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 | $50,554+187.6% | $67,681+114.8% | $87,485+66.2% |
| Participation rate | 44.7% | 67.7%-23.0pp | 73.7%-29.0pp | 68.9%-24.2pp |
| Annual return | 17.64% | 17.81%-0.2pp | 590.58%-572.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,164 | $1,988-41.5% | $2,678-56.6% | $2,596-55.2% |
| Participant deferral / active EE | $4,556 | $2,961+53.9% | $3,976+14.6% | $4,274+6.6% |
| Admin fee / account holder | $3,589 | $4,132-13.1% | $6,100-41.2% | $7,775-53.8% |