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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 | $155,611 | $71,230+118.5% | $93,727+66.0% | $80,959+92.2% |
| Participation rate | 33.8% | 60.4%-26.6pp | 68.7%-34.9pp | 67.7%-33.9pp |
| Annual return | 10.76% | 11.26%-0.5pp | 133.83%-123.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $772 | $1,565-50.7% | $2,421-68.1% | $2,757-72.0% |
| Participant deferral / active EE | $2,134 | $4,037-47.1% | $4,417-51.7% | $4,300-50.4% |
| Admin fee / account holder | $3,989 | $6,961-42.7% | $8,292-51.9% | $6,925-42.4% |