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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 | $158,587 | $81,208+95.3% | $98,916+60.3% | $79,858+98.6% |
| Participation rate | 36.6% | 72.5%-35.9pp | 76.0%-39.4pp | 69.6%-33.1pp |
| Annual return | 14.19% | 60.99%-46.8pp | 196.45%-182.3pp | 31.72%-17.5pp |
| Employer contribution / active EE | $850 | $1,960-56.6% | $2,689-68.4% | $2,471-65.6% |
| Participant deferral / active EE | $2,263 | $3,265-30.7% | $4,245-46.7% | $3,740-39.5% |
| Admin fee / account holder | $8,758 | $6,013+45.7% | $6,642+31.9% | $5,306+65.1% |