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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 | $149,040 | $65,364+128.0% | $92,909+60.4% | $72,975+104.2% |
| Participation rate | 35.2% | 68.3%-33.1pp | 76.0%-40.8pp | 69.5%-34.3pp |
| Annual return | 24.84% | 42.11%-17.3pp | 109.44%-84.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,559 | $2,594-39.9% | $3,653-57.3% | $2,440-36.1% |
| Participant deferral / active EE | $2,870 | $3,128-8.3% | $4,238-32.3% | $3,608-20.4% |
| Admin fee / account holder | $11,309 | $4,251+166.0% | $5,795+95.2% | $5,124+120.7% |