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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 | $93,345+67.6% | $119,126+31.3% | $87,485+78.8% |
| Participation rate | 30.3% | 68.7%-38.4pp | 75.8%-45.5pp | 68.9%-38.6pp |
| Annual return | 12.94% | 19.08%-6.1pp | 282.11%-269.2pp | 26.06%-13.1pp |
| Employer contribution / active EE | $912 | $3,172-71.2% | $4,034-77.4% | $2,596-64.9% |
| Participant deferral / active EE | $2,667 | $4,099-34.9% | $5,318-49.9% | $4,274-37.6% |
| Admin fee / account holder | $1,290 | $8,039-84.0% | $10,693-87.9% | $7,775-83.4% |