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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 | $140,546 | $55,889+151.5% | $76,119+84.6% | $80,935+73.7% |
| Participation rate | 31.0% | 62.1%-31.0pp | 69.1%-38.0pp | 67.7%-36.6pp |
| Annual return | 17.13% | 20.58%-3.5pp | 361.25%-344.1pp | 35.66%-18.5pp |
| Employer contribution / active EE | $487 | $1,866-73.9% | $2,693-81.9% | $2,757-82.3% |
| Participant deferral / active EE | $1,968 | $3,051-35.5% | $4,259-53.8% | $4,299-54.2% |
| Admin fee / account holder | $1,400 | $5,241-73.3% | $6,421-78.2% | $6,924-79.8% |