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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 | $145,388 | $34,316+323.7% | $74,719+94.6% | $72,983+99.2% |
| Participation rate | 40.7% | 42.4%-1.7pp | 54.5%-13.7pp | 69.5%-28.7pp |
| Annual return | 28.29% | 26.58%+1.7pp | 753.05%-724.8pp | 81.01%-52.7pp |
| Employer contribution / active EE | $753 | $692+8.8% | $1,084-30.6% | $2,440-69.1% |
| Participant deferral / active EE | $2,136 | $1,272+68.0% | $1,963+8.8% | $3,608-40.8% |
| Admin fee / account holder | $1,007 | $2,125-52.6% | $3,334-69.8% | $5,124-80.3% |