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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 | $152,922 | $68,880+122.0% | $120,580+26.8% | $80,959+88.9% |
| Participation rate | 32.9% | 61.7%-28.8pp | 72.0%-39.0pp | 67.7%-34.7pp |
| Annual return | 13.25% | 23.68%-10.4pp | 107.48%-94.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $932 | $2,066-54.9% | $3,469-73.1% | $2,757-66.2% |
| Participant deferral / active EE | $2,284 | $3,191-28.4% | $4,995-54.3% | $4,300-46.9% |
| Admin fee / account holder | $7,609 | $5,785+31.5% | $9,418-19.2% | $6,925+9.9% |