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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 | $150,664 | $88,672+69.9% | $105,223+43.2% | $82,448+82.7% |
| Participation rate | 38.5% | 67.9%-29.5pp | 75.0%-36.6pp | 68.1%-29.6pp |
| Annual return | 15.34% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $859 | $3,048-71.8% | $3,689-76.7% | $2,551-66.3% |
| Participant deferral / active EE | $2,226 | $4,036-44.9% | $5,072-56.1% | $4,139-46.2% |
| Admin fee / account holder | $961 | $7,146-86.5% | $8,859-89.1% | $7,234-86.7% |