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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 | $153,371 | $63,861+140.2% | $104,614+46.6% | $79,858+92.1% |
| Participation rate | 60.5% | 64.9%-4.4pp | 74.1%-13.5pp | 69.6%-9.1pp |
| Annual return | 13.81% | 21.30%-7.5pp | 340.56%-326.8pp | 31.72%-17.9pp |
| Employer contribution / active EE | $672 | $1,588-57.7% | $2,681-74.9% | $2,471-72.8% |
| Participant deferral / active EE | $2,508 | $2,693-6.9% | $3,739-32.9% | $3,740-32.9% |
| Admin fee / account holder | $22,652 | $4,185+441.3% | $6,464+250.5% | $5,306+326.9% |