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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 | $150,281 | $88,672+69.5% | $105,223+42.8% | $82,448+82.3% |
| Participation rate | 31.3% | 67.9%-36.7pp | 75.0%-43.8pp | 68.1%-36.8pp |
| Annual return | 17.19% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,118 | $3,048-63.3% | $3,689-69.7% | $2,551-56.2% |
| Participant deferral / active EE | $2,682 | $4,036-33.5% | $5,072-47.1% | $4,139-35.2% |
| Admin fee / account holder | $3,709 | $7,146-48.1% | $8,859-58.1% | $7,234-48.7% |