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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 | $151,022 | $110,410+36.8% | $102,437+47.4% | $145,897+3.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.99% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,171 | $4,217-72.2% | $3,871-69.7% | $4,663-74.9% |
| Participant deferral / active EE | $8,991 | $5,622+59.9% | $5,060+77.7% | $6,689+34.4% |
| Admin fee / account holder | $2,111 | $9,745-78.3% | $8,388-74.8% | $13,390-84.2% |