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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 | $147,474 | $88,672+66.3% | $105,223+40.2% | $82,448+78.9% |
| Participation rate | 16.7% | 67.9%-51.3pp | 75.0%-58.4pp | 68.1%-51.4pp |
| Annual return | 17.26% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $864 | $3,048-71.7% | $3,689-76.6% | $2,551-66.1% |
| Participant deferral / active EE | $2,180 | $4,036-46.0% | $5,072-57.0% | $4,139-47.3% |
| Admin fee / account holder | $2,810 | $7,146-60.7% | $8,859-68.3% | $7,234-61.2% |