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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 | $156,553 | $110,248+42.0% | $95,728+63.5% | $139,456+12.3% |
| Participation rate | 43.8% | 75.7%-32.0pp | 72.3%-28.5pp | 80.3%-36.6pp |
| Annual return | 13.68% | 27.16%-13.5pp | 28.40%-14.7pp | 373.45%-359.8pp |
| Employer contribution / active EE | $1,134 | $3,258-65.2% | $2,835-60.0% | $4,753-76.1% |
| Participant deferral / active EE | $3,999 | $4,675-14.5% | $4,245-5.8% | $6,711-40.4% |
| Admin fee / account holder | $12,195 | $6,607+84.6% | $5,673+115.0% | $11,407+6.9% |