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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 | $145,812 | $56,060+160.1% | $76,002+91.9% | $80,874+80.3% |
| Participation rate | 40.3% | 62.0%-21.8pp | 69.1%-28.8pp | 67.6%-27.4pp |
| Annual return | 16.23% | 20.54%-4.3pp | 360.07%-343.8pp | 35.62%-19.4pp |
| Employer contribution / active EE | $930 | $1,873-50.4% | $2,688-65.4% | $2,756-66.3% |
| Participant deferral / active EE | $2,497 | $3,051-18.2% | $4,257-41.3% | $4,297-41.9% |
| Admin fee / account holder | $5,523 | $5,237+5.5% | $6,414-13.9% | $6,935-20.4% |