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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 | $49,976+216.5% | $66,674+137.2% | $82,637+91.4% |
| Participation rate | 46.4% | 63.1%-16.7pp | 73.7%-27.2pp | 68.1%-21.6pp |
| Annual return | 13.51% | 39.09%-25.6pp | 321.24%-307.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,791 | $1,988-9.9% | $2,620-31.7% | $2,552-29.8% |
| Participant deferral / active EE | $3,811 | $2,847+33.9% | $4,084-6.7% | $4,126-7.6% |
| Admin fee / account holder | $2,624 | $4,594-42.9% | $5,098-48.5% | $7,339-64.2% |