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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 | $153,293 | $96,236+59.3% | $133,698+14.7% | $80,959+89.3% |
| Participation rate | 61.3% | 71.2%-9.9pp | 76.4%-15.1pp | 67.7%-6.4pp |
| Annual return | 17.43% | 28.74%-11.3pp | 580.90%-563.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $948 | $3,350-71.7% | $4,218-77.5% | $2,757-65.6% |
| Participant deferral / active EE | $4,223 | $5,709-26.0% | $7,016-39.8% | $4,300-1.8% |
| Admin fee / account holder | $1,374 | $8,250-83.3% | $6,703-79.5% | $6,925-80.2% |