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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 | $142,676 | $88,672+60.9% | $105,223+35.6% | $82,448+73.0% |
| Participation rate | 51.4% | 67.9%-16.6pp | 75.0%-23.7pp | 68.1%-16.7pp |
| Annual return | 17.43% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,948 | $3,048-36.1% | $3,689-47.2% | $2,551-23.6% |
| Participant deferral / active EE | $3,333 | $4,036-17.4% | $5,072-34.3% | $4,139-19.5% |
| Admin fee / account holder | $1,230 | $7,146-82.8% | $8,859-86.1% | $7,234-83.0% |