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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 | $174,098 | $232,540-25.1% | $185,117-6.0% | $147,585+18.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 18.95% | 43.03%-24.1pp | 40.50%-21.5pp | 578.57%-559.6pp |
| Employer contribution / active EE | $2,843 | $5,195-45.3% | $4,182-32.0% | $4,876-41.7% |
| Participant deferral / active EE | $6,513 | $5,834+11.6% | $5,045+29.1% | $5,439+19.7% |
| Admin fee / account holder | $1,258 | $10,275-87.8% | $8,159-84.6% | $10,885-88.4% |