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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 | $173,704 | $110,410+57.3% | $102,437+69.6% | $145,897+19.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.60% | 24.85%-13.2pp | 24.95%-13.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,255 | $4,217-70.3% | $3,871-67.6% | $4,663-73.1% |
| Participant deferral / active EE | $3,995 | $5,622-28.9% | $5,060-21.0% | $6,689-40.3% |
| Admin fee / account holder | $415 | $9,745-95.7% | $8,388-95.1% | $13,390-96.9% |