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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 | $93,345+61.4% | $119,126+26.5% | $87,485+72.2% |
| Participation rate | 38.5% | 68.7%-30.3pp | 75.8%-37.3pp | 68.9%-30.5pp |
| Annual return | 15.34% | 19.08%-3.7pp | 282.11%-266.8pp | 26.06%-10.7pp |
| Employer contribution / active EE | $859 | $3,172-72.9% | $4,034-78.7% | $2,596-66.9% |
| Participant deferral / active EE | $2,226 | $4,099-45.7% | $5,318-58.1% | $4,274-47.9% |
| Admin fee / account holder | $961 | $8,039-88.0% | $10,693-91.0% | $7,775-87.6% |