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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 | $89,259+68.4% | $107,187+40.2% | $82,637+81.9% |
| Participation rate | 31.3% | 67.9%-36.7pp | 75.0%-43.8pp | 68.1%-36.8pp |
| Annual return | 17.19% | 21.02%-3.8pp | 204.55%-187.4pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,118 | $3,080-63.7% | $3,782-70.5% | $2,552-56.2% |
| Participant deferral / active EE | $2,682 | $4,037-33.6% | $5,096-47.4% | $4,126-35.0% |
| Admin fee / account holder | $3,709 | $7,381-49.8% | $9,162-59.5% | $7,339-49.5% |