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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 | $184,995 | $124,425+48.7% | $112,040+65.1% | $137,256+34.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 14.14% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,615 | $3,411-52.7% | $2,954-45.3% | $4,156-61.1% |
| Participant deferral / active EE | $4,140 | $5,718-27.6% | $5,098-18.8% | $6,407-35.4% |
| Admin fee / account holder | $75,277 | $15,207+395.0% | $12,098+522.2% | $12,270+513.5% |