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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 | $159,831 | $71,215+124.4% | $93,696+70.6% | $80,935+97.5% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.7%-26.8pp |
| Annual return | 18.57% | 11.27%+7.3pp | 133.74%-115.2pp | 35.66%-17.1pp |
| Employer contribution / active EE | $971 | $1,565-37.9% | $2,422-59.9% | $2,757-64.8% |
| Participant deferral / active EE | $1,663 | $4,037-58.8% | $4,417-62.4% | $4,299-61.3% |
| Admin fee / account holder | $33,534 | $6,958+382.0% | $8,287+304.7% | $6,924+384.3% |