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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 | $147,951 | $77,814+90.1% | $158,223-6.5% | $86,983+70.1% |
| Participation rate | 19.4% | 68.4%-49.1pp | 79.2%-59.8pp | 69.5%-50.2pp |
| Annual return | 19.03% | 30.54%-11.5pp | 52.09%-33.1pp | 25.83%-6.8pp |
| Employer contribution / active EE | $354 | $2,592-86.3% | $4,109-91.4% | $2,584-86.3% |
| Participant deferral / active EE | $1,315 | $3,270-59.8% | $5,467-76.0% | $4,194-68.7% |
| Admin fee / account holder | $1,971 | $5,879-66.5% | $16,047-87.7% | $7,856-74.9% |