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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 | $144,257 | $55,902+158.1% | $76,030+89.7% | $80,959+78.2% |
| Participation rate | 47.5% | 62.1%-14.6pp | 69.1%-21.6pp | 67.7%-20.2pp |
| Annual return | 14.69% | 20.59%-5.9pp | 361.54%-346.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,162 | $1,867-37.8% | $2,688-56.8% | $2,757-57.9% |
| Participant deferral / active EE | $2,163 | $3,051-29.1% | $4,257-49.2% | $4,300-49.7% |
| Admin fee / account holder | $4,768 | $5,239-9.0% | $6,421-25.7% | $6,925-31.1% |