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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 | $156,812 | $65,034+141.1% | $90,970+72.4% | $79,856+96.4% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 13.00% | 30.45%-17.5pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,727 | $1,247+38.4% | $2,122-18.6% | $2,471-30.1% |
| Participant deferral / active EE | $2,099 | $2,512-16.4% | $3,373-37.8% | $3,741-43.9% |
| Admin fee / account holder | $4,575 | $4,536+0.9% | $5,961-23.3% | $5,306-13.8% |