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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 | $168,983 | $45,050+275.1% | $63,018+168.1% | $70,126+141.0% |
| Participation rate | 48.6% | 69.5%-20.9pp | 74.8%-26.2pp | 69.5%-20.9pp |
| Annual return | 15.70% | 18.76%-3.1pp | 87.62%-71.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,118 | $2,052-45.5% | $2,761-59.5% | $2,343-52.3% |
| Participant deferral / active EE | $4,968 | $2,466+101.5% | $3,330+49.2% | $3,332+49.1% |
| Admin fee / account holder | $987 | $2,834-65.2% | $3,601-72.6% | $4,645-78.8% |