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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 | $156,458 | $88,672+76.4% | $105,223+48.7% | $82,448+89.8% |
| Participation rate | 30.3% | 67.9%-37.6pp | 75.0%-44.7pp | 68.1%-37.8pp |
| Annual return | 12.94% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $912 | $3,048-70.1% | $3,689-75.3% | $2,551-64.2% |
| Participant deferral / active EE | $2,667 | $4,036-33.9% | $5,072-47.4% | $4,139-35.6% |
| Admin fee / account holder | $1,290 | $7,146-81.9% | $8,859-85.4% | $7,234-82.2% |