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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 | $154,189 | $78,707+95.9% | $117,861+30.8% | $70,126+119.9% |
| Participation rate | 21.4% | 73.2%-51.8pp | 79.7%-58.2pp | 69.5%-48.1pp |
| Annual return | 18.01% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $850 | $2,223-61.8% | $3,786-77.5% | $2,343-63.7% |
| Participant deferral / active EE | $2,428 | $3,297-26.4% | $4,482-45.8% | $3,332-27.1% |
| Admin fee / account holder | $348 | $5,066-93.1% | $8,021-95.7% | $4,645-92.5% |