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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 | $145,032 | $60,442+140.0% | $96,754+49.9% | $87,485+65.8% |
| Participation rate | 43.9% | 58.7%-14.8pp | 70.3%-26.4pp | 68.9%-25.1pp |
| Annual return | 14.40% | 21.97%-7.6pp | 82.04%-67.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,473 | $1,691-12.9% | $2,679-45.0% | $2,596-43.3% |
| Participant deferral / active EE | $4,013 | $3,280+22.3% | $4,758-15.7% | $4,274-6.1% |
| Admin fee / account holder | $2,177 | $5,069-57.1% | $8,905-75.6% | $7,775-72.0% |