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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 | $143,761 | $83,369+72.4% | $105,223+36.6% | $67,986+111.5% |
| Participation rate | 23.7% | 56.3%-32.6pp | 75.0%-51.4pp | 57.2%-33.5pp |
| Annual return | 13.90% | 24.64%-10.7pp | 180.65%-166.7pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,404 | $2,541-44.8% | $3,689-61.9% | $2,019-30.5% |
| Participant deferral / active EE | $2,591 | $3,295-21.4% | $5,072-48.9% | $3,358-22.8% |
| Admin fee / account holder | $1,732 | $4,073-57.5% | $8,859-80.5% | $3,203-45.9% |