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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 | $157,803 | $89,259+76.8% | $107,187+47.2% | $82,637+91.0% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.7pp |
| Annual return | 14.55% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,619 | $3,080-47.4% | $3,782-57.2% | $2,552-36.6% |
| Participant deferral / active EE | $1,897 | $4,037-53.0% | $5,096-62.8% | $4,126-54.0% |
| Admin fee / account holder | $726 | $7,381-90.2% | $9,162-92.1% | $7,339-90.1% |