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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 | $175,543 | $126,113+39.2% | $116,096+51.2% | $155,188+13.1% |
| Participation rate | 33.3% | 75.1%-41.8pp | 73.3%-40.0pp | 80.8%-47.5pp |
| Annual return | 17.24% | 391.72%-374.5pp | 326.25%-309.0pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,768 | $2,672-33.8% | $2,503-29.4% | $4,248-58.4% |
| Participant deferral / active EE | $4,558 | $4,162+9.5% | $3,952+15.3% | $6,531-30.2% |
| Admin fee / account holder | $1,402 | $8,045-82.6% | $7,704-81.8% | $14,480-90.3% |