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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 | $88,672+78.0% | $105,223+50.0% | $82,448+91.4% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.8pp |
| Annual return | 14.55% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,619 | $3,048-46.9% | $3,689-56.1% | $2,551-36.5% |
| Participant deferral / active EE | $1,897 | $4,036-53.0% | $5,072-62.6% | $4,139-54.2% |
| Admin fee / account holder | $726 | $7,146-89.8% | $8,859-91.8% | $7,234-90.0% |