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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 | $176,857 | $111,814+58.2% | $103,374+71.1% | $145,959+21.2% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 12.95% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,629 | $4,214-61.3% | $3,869-57.9% | $4,661-65.0% |
| Participant deferral / active EE | $2,944 | $5,618-47.6% | $5,058-41.8% | $6,689-56.0% |
| Admin fee / account holder | $1,349 | $9,754-86.2% | $8,394-83.9% | $13,398-89.9% |