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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 | $182,724 | $110,410+65.5% | $102,437+78.4% | $145,897+25.2% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 14.72% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,128 | $4,217-73.3% | $3,871-70.9% | $4,663-75.8% |
| Participant deferral / active EE | $2,974 | $5,622-47.1% | $5,060-41.2% | $6,689-55.5% |
| Admin fee / account holder | $3,491 | $9,745-64.2% | $8,388-58.4% | $13,390-73.9% |