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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 | $149,430 | $64,324+132.3% | $118,914+25.7% | $79,856+87.1% |
| Participation rate | 41.7% | 64.9%-23.2pp | 75.4%-33.7pp | 69.6%-28.0pp |
| Annual return | 11.78% | 86.45%-74.7pp | 35.89%-24.1pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,951 | $1,836+6.2% | $3,264-40.2% | $2,471-21.1% |
| Participant deferral / active EE | $1,585 | $2,824-43.9% | $4,266-62.8% | $3,741-57.6% |
| Admin fee / account holder | $8,747 | $4,040+116.5% | $6,582+32.9% | $5,306+64.8% |