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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 | $142,417 | $58,311+144.2% | $81,882+73.9% | $80,959+75.9% |
| Participation rate | 54.8% | 63.5%-8.7pp | 72.4%-17.6pp | 67.7%-12.9pp |
| Annual return | 20.82% | 41.85%-21.0pp | 779.47%-758.6pp | 35.67%-14.8pp |
| Employer contribution / active EE | $843 | $2,347-64.1% | $2,916-71.1% | $2,757-69.4% |
| Participant deferral / active EE | $2,115 | $3,287-35.7% | $4,323-51.1% | $4,300-50.8% |
| Admin fee / account holder | $2,551 | $4,752-46.3% | $7,360-65.3% | $6,925-63.2% |