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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 | $157,490 | $51,638+205.0% | $68,368+130.4% | $82,448+91.0% |
| Participation rate | 35.5% | 63.6%-28.1pp | 73.8%-38.3pp | 68.1%-32.6pp |
| Annual return | 17.08% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,184 | $2,047-42.2% | $2,649-55.3% | $2,551-53.6% |
| Participant deferral / active EE | $2,506 | $2,914-14.0% | $4,123-39.2% | $4,139-39.5% |
| Admin fee / account holder | $19,744 | $4,643+325.2% | $5,150+283.4% | $7,234+172.9% |