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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 | $58,258+144.5% | $81,820+74.1% | $80,925+76.0% |
| Participation rate | 54.8% | 63.5%-8.7pp | 72.4%-17.6pp | 67.7%-12.9pp |
| Annual return | 20.82% | 41.76%-20.9pp | 777.93%-757.1pp | 35.65%-14.8pp |
| Employer contribution / active EE | $843 | $2,345-64.0% | $2,915-71.1% | $2,756-69.4% |
| Participant deferral / active EE | $2,115 | $3,284-35.6% | $4,323-51.1% | $4,299-50.8% |
| Admin fee / account holder | $2,551 | $4,976-48.7% | $7,391-65.5% | $6,940-63.2% |