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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 | $154,585 | $25,014+518.0% | $69,701+121.8% | $80,874+91.1% |
| Participation rate | 48.4% | 64.2%-15.9pp | 66.4%-18.1pp | 67.6%-19.3pp |
| Annual return | 15.05% | 19.07%-4.0pp | 100.32%-85.3pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,960 | $993+97.4% | $1,713+14.4% | $2,756-28.9% |
| Participant deferral / active EE | $2,765 | $1,839+50.4% | $2,887-4.2% | $4,297-35.6% |
| Admin fee / account holder | $3,859 | $2,488+55.1% | $4,717-18.2% | $6,935-44.4% |