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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 | $151,212 | $45,050+235.7% | $63,018+139.9% | $70,126+115.6% |
| Participation rate | 43.9% | 69.5%-25.6pp | 74.8%-30.9pp | 69.5%-25.6pp |
| Annual return | 14.24% | 18.76%-4.5pp | 87.62%-73.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,331 | $2,052-35.1% | $2,761-51.8% | $2,343-43.2% |
| Participant deferral / active EE | $3,599 | $2,466+46.0% | $3,330+8.1% | $3,332+8.0% |
| Admin fee / account holder | $6,494 | $2,834+129.1% | $3,601+80.3% | $4,645+39.8% |