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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 | $146,438 | $88,672+65.1% | $105,223+39.2% | $82,448+77.6% |
| Participation rate | 41.2% | 67.9%-26.7pp | 75.0%-33.9pp | 68.1%-26.9pp |
| Annual return | 15.16% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,368 | $3,048-55.1% | $3,689-62.9% | $2,551-46.4% |
| Participant deferral / active EE | $2,492 | $4,036-38.2% | $5,072-50.9% | $4,139-39.8% |
| Admin fee / account holder | $1,249 | $7,146-82.5% | $8,859-85.9% | $7,234-82.7% |