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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 | $158,152 | $51,638+206.3% | $68,368+131.3% | $82,448+91.8% |
| Participation rate | 46.4% | 63.6%-17.2pp | 73.8%-27.3pp | 68.1%-21.6pp |
| Annual return | 13.51% | 37.53%-24.0pp | 292.57%-279.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,791 | $2,047-12.5% | $2,649-32.4% | $2,551-29.8% |
| Participant deferral / active EE | $3,811 | $2,914+30.8% | $4,123-7.6% | $4,139-7.9% |
| Admin fee / account holder | $2,624 | $4,643-43.5% | $5,150-49.0% | $7,234-63.7% |