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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 | $168,148 | $94,436+78.1% | $115,599+45.5% | $82,637+103.5% |
| Participation rate | 43.1% | 70.4%-27.3pp | 74.3%-31.2pp | 68.1%-25.0pp |
| Annual return | 14.98% | 18.37%-3.4pp | 111.10%-96.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $965 | $2,324-58.5% | $2,955-67.3% | $2,552-62.2% |
| Participant deferral / active EE | $2,229 | $3,955-43.6% | $4,889-54.4% | $4,126-46.0% |
| Admin fee / account holder | $2,194 | $10,328-78.8% | $12,841-82.9% | $7,339-70.1% |