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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 | $148,927 | $73,107+103.7% | $114,563+30.0% | $87,485+70.2% |
| Participation rate | 44.0% | 65.8%-21.8pp | 72.9%-28.9pp | 68.9%-24.9pp |
| Annual return | 18.04% | 19.47%-1.4pp | 241.09%-223.1pp | 26.06%-8.0pp |
| Employer contribution / active EE | $608 | $1,881-67.7% | $2,592-76.6% | $2,596-76.6% |
| Participant deferral / active EE | $1,246 | $3,144-60.4% | $4,142-69.9% | $4,274-70.8% |
| Admin fee / account holder | $2,910 | $5,770-49.6% | $7,623-61.8% | $7,775-62.6% |