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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 | $158,751 | $105,284+50.8% | $150,734+5.3% | $94,015+68.9% |
| Participation rate | 41.0% | 71.7%-30.7pp | 78.4%-37.4pp | 70.8%-29.8pp |
| Annual return | 16.12% | 15.67%+0.4pp | 600.81%-584.7pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,441 | $3,599-60.0% | $4,918-70.7% | $2,790-48.4% |
| Participant deferral / active EE | $4,088 | $4,274-4.3% | $5,610-27.1% | $4,249-3.8% |
| Admin fee / account holder | $33,986 | $9,839+245.4% | $14,905+128.0% | $8,951+279.7% |