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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 | $153,939 | $61,816+149.0% | $97,260+58.3% | $80,935+90.2% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.7%-31.9pp | 67.7%-26.9pp |
| Annual return | 14.24% | -558.73%+573.0pp | 75.54%-61.3pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,129 | $1,836-38.5% | $2,721-58.5% | $2,757-59.1% |
| Participant deferral / active EE | $2,209 | $3,027-27.0% | $4,262-48.2% | $4,299-48.6% |
| Admin fee / account holder | $2,279 | $5,166-55.9% | $5,640-59.6% | $6,924-67.1% |