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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 | $80,332+79.0% | $107,187+34.1% | $64,097+124.3% |
| Participation rate | 23.7% | 54.4%-30.7pp | 75.0%-51.3pp | 55.2%-31.5pp |
| Annual return | 13.90% | 24.26%-10.4pp | 204.55%-190.6pp | 34.64%-20.7pp |
| Employer contribution / active EE | $1,404 | $2,501-43.9% | $3,782-62.9% | $1,891-25.8% |
| Participant deferral / active EE | $2,591 | $3,109-16.6% | $5,096-49.1% | $3,080-15.9% |
| Admin fee / account holder | $1,732 | $4,314-59.9% | $9,162-81.1% | $3,454-49.9% |