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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 | $137,157 | $39,028+251.4% | $80,741+69.9% | $85,847+59.8% |
| Participation rate | 23.2% | 41.6%-18.3pp | 54.2%-30.9pp | 69.3%-46.1pp |
| Annual return | 12.44% | 26.31%-13.9pp | 87.30%-74.9pp | 318.61%-306.2pp |
| Employer contribution / active EE | $830 | $722+15.0% | $1,160-28.4% | $2,565-67.6% |
| Participant deferral / active EE | $2,142 | $1,326+61.5% | $2,145-0.2% | $3,952-45.8% |
| Admin fee / account holder | $644 | $2,429-73.5% | $3,380-81.0% | $6,261-89.7% |