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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 | $177,767 | $93,345+90.4% | $119,126+49.2% | $87,485+103.2% |
| Participation rate | 37.9% | 68.7%-30.8pp | 75.8%-37.8pp | 68.9%-31.0pp |
| Annual return | 19.82% | 19.08%+0.7pp | 282.11%-262.3pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,652 | $3,172-47.9% | $4,034-59.0% | $2,596-36.4% |
| Participant deferral / active EE | $6,368 | $4,099+55.4% | $5,318+19.8% | $4,274+49.0% |
| Admin fee / account holder | $2,421 | $8,039-69.9% | $10,693-77.4% | $7,775-68.9% |