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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 | $155,207 | $55,902+177.6% | $76,030+104.1% | $80,959+91.7% |
| Participation rate | 46.7% | 62.1%-15.4pp | 69.1%-22.4pp | 67.7%-21.0pp |
| Annual return | 15.17% | 20.59%-5.4pp | 361.54%-346.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,460 | $1,867-21.8% | $2,688-45.7% | $2,757-47.1% |
| Participant deferral / active EE | $3,730 | $3,051+22.3% | $4,257-12.4% | $4,300-13.3% |
| Admin fee / account holder | $34,163 | $5,239+552.1% | $6,421+432.1% | $6,925+393.3% |