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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 | $171,316 | $91,559+87.1% | $133,978+27.9% | $79,856+114.5% |
| Participation rate | 29.6% | 73.3%-43.7pp | 79.8%-50.2pp | 69.6%-40.0pp |
| Annual return | 15.68% | 61.85%-46.2pp | 45.10%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $770 | $2,384-67.7% | $3,919-80.4% | $2,471-68.9% |
| Participant deferral / active EE | $2,333 | $3,734-37.5% | $5,047-53.8% | $3,741-37.6% |
| Admin fee / account holder | $819 | $6,321-87.0% | $8,930-90.8% | $5,306-84.6% |