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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 | $55,930+177.5% | $76,089+104.0% | $80,925+91.8% |
| Participation rate | 46.7% | 62.1%-15.4pp | 69.1%-22.4pp | 67.7%-21.0pp |
| Annual return | 15.17% | 20.58%-5.4pp | 360.94%-345.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,460 | $1,866-21.8% | $2,690-45.7% | $2,756-47.0% |
| Participant deferral / active EE | $3,730 | $3,051+22.3% | $4,259-12.4% | $4,299-13.2% |
| Admin fee / account holder | $34,163 | $5,241+551.9% | $6,418+432.3% | $6,940+392.3% |