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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 | $55,930+157.9% | $76,089+89.6% | $80,925+78.3% |
| Participation rate | 47.5% | 62.1%-14.6pp | 69.1%-21.6pp | 67.7%-20.2pp |
| Annual return | 14.69% | 20.58%-5.9pp | 360.94%-346.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,162 | $1,866-37.8% | $2,690-56.8% | $2,756-57.9% |
| Participant deferral / active EE | $2,163 | $3,051-29.1% | $4,259-49.2% | $4,299-49.7% |
| Admin fee / account holder | $4,768 | $5,241-9.0% | $6,418-25.7% | $6,940-31.3% |