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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 | $169,627 | $85,024+99.5% | $70,544+140.5% | $139,466+21.6% |
| Participation rate | 53.8% | 73.9%-20.1pp | 68.4%-14.5pp | 80.3%-26.5pp |
| Annual return | 18.78% | 30.39%-11.6pp | 32.79%-14.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,548 | $3,912-60.4% | $2,976-48.0% | $4,754-67.4% |
| Participant deferral / active EE | $6,409 | $5,891+8.8% | $4,568+40.3% | $6,712-4.5% |
| Admin fee / account holder | $2,594 | $8,928-70.9% | $6,427-59.6% | $11,409-77.3% |