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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 | $96,731+51.4% | $123,973+18.1% | $86,983+68.4% |
| Participation rate | 41.2% | 70.0%-28.8pp | 76.7%-35.5pp | 69.5%-28.4pp |
| Annual return | 15.16% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,368 | $3,297-58.5% | $4,126-66.9% | $2,584-47.1% |
| Participant deferral / active EE | $2,492 | $4,152-40.0% | $5,247-52.5% | $4,194-40.6% |
| Admin fee / account holder | $1,249 | $8,722-85.7% | $11,799-89.4% | $7,856-84.1% |