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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 | $75,807+96.5% | $116,096+28.3% | $86,983+71.2% |
| Participation rate | 44.0% | 66.9%-22.9pp | 73.3%-29.3pp | 69.5%-25.5pp |
| Annual return | 18.04% | 18.57%-0.5pp | 326.25%-308.2pp | 25.83%-7.8pp |
| Employer contribution / active EE | $608 | $1,892-67.9% | $2,503-75.7% | $2,584-76.5% |
| Participant deferral / active EE | $1,246 | $3,212-61.2% | $3,952-68.5% | $4,194-70.3% |
| Admin fee / account holder | $2,910 | $6,659-56.3% | $7,704-62.2% | $7,856-63.0% |