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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 | $181,777 | $65,027+179.5% | $90,970+99.8% | $79,852+127.6% |
| Participation rate | 27.6% | 61.6%-34.0pp | 69.0%-41.4pp | 69.6%-42.1pp |
| Annual return | 20.78% | 30.45%-9.7pp | 134.58%-113.8pp | 31.72%-10.9pp |
| Employer contribution / active EE | $753 | $1,247-39.6% | $2,122-64.5% | $2,471-69.5% |
| Participant deferral / active EE | $3,332 | $2,512+32.7% | $3,373-1.2% | $3,740-10.9% |
| Admin fee / account holder | $10,082 | $4,535+122.3% | $5,960+69.2% | $5,306+90.0% |