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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 | $155,789 | $96,508+61.4% | $75,901+105.3% | $152,897+1.9% |
| Participation rate | 47.1% | 76.2%-29.1pp | 69.3%-22.2pp | 82.5%-35.4pp |
| Annual return | 20.76% | 33.99%-13.2pp | 30.76%-10.0pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,300 | $3,310-60.7% | $2,501-48.0% | $4,764-72.7% |
| Participant deferral / active EE | $7,354 | $4,554+61.5% | $3,603+104.1% | $5,851+25.7% |
| Admin fee / account holder | $2,172 | $8,081-73.1% | $5,420-59.9% | $11,599-81.3% |