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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 | $61,125+153.7% | $94,057+64.8% | $87,485+77.2% |
| Participation rate | 51.1% | 64.1%-13.0pp | 73.3%-22.3pp | 68.9%-17.9pp |
| Annual return | 18.33% | 35.20%-16.9pp | 480.62%-462.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $837 | $2,136-60.8% | $2,933-71.5% | $2,596-67.8% |
| Participant deferral / active EE | $2,213 | $3,260-32.1% | $4,709-53.0% | $4,274-48.2% |
| Admin fee / account holder | $962 | $5,629-82.9% | $7,244-86.7% | $7,775-87.6% |