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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 | $93,345+58.0% | $119,126+23.8% | $87,485+68.6% |
| Participation rate | 16.7% | 68.7%-52.1pp | 75.8%-59.1pp | 68.9%-52.3pp |
| Annual return | 17.26% | 19.08%-1.8pp | 282.11%-264.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $864 | $3,172-72.8% | $4,034-78.6% | $2,596-66.7% |
| Participant deferral / active EE | $2,180 | $4,099-46.8% | $5,318-59.0% | $4,274-49.0% |
| Admin fee / account holder | $2,810 | $8,039-65.0% | $10,693-73.7% | $7,775-63.9% |