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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 | $155,050 | $51,638+200.3% | $68,368+126.8% | $82,448+88.1% |
| Participation rate | 51.1% | 63.6%-12.5pp | 73.8%-22.7pp | 68.1%-17.0pp |
| Annual return | 18.33% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $837 | $2,047-59.1% | $2,649-68.4% | $2,551-67.2% |
| Participant deferral / active EE | $2,213 | $2,914-24.0% | $4,123-46.3% | $4,139-46.5% |
| Admin fee / account holder | $962 | $4,643-79.3% | $5,150-81.3% | $7,234-86.7% |