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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 | $157,935 | $114,013+38.5% | $103,693+52.3% | $155,188+1.8% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.4pp | 80.8%-58.6pp |
| Annual return | 14.39% | 49.31%-34.9pp | 47.61%-33.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $566 | $3,131-81.9% | $2,920-80.6% | $4,248-86.7% |
| Participant deferral / active EE | $1,373 | $4,970-72.4% | $4,579-70.0% | $6,531-79.0% |
| Admin fee / account holder | $2,519 | $8,407-70.0% | $7,858-67.9% | $14,480-82.6% |