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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 | $153,396 | $55,930+174.3% | $76,089+101.6% | $80,925+89.6% |
| Participation rate | 41.1% | 62.1%-21.0pp | 69.1%-28.0pp | 67.7%-26.6pp |
| Annual return | 10.56% | 20.58%-10.0pp | 360.94%-350.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $908 | $1,866-51.3% | $2,690-66.2% | $2,756-67.1% |
| Participant deferral / active EE | $2,659 | $3,051-12.8% | $4,259-37.6% | $4,299-38.1% |
| Admin fee / account holder | $1,562 | $5,241-70.2% | $6,418-75.7% | $6,940-77.5% |