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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 | $174,183 | $232,540-25.1% | $185,117-5.9% | $147,586+18.0% |
| Participation rate | 47.4% | 82.4%-35.0pp | 77.3%-29.9pp | 82.8%-35.5pp |
| Annual return | 21.48% | 43.03%-21.6pp | 40.50%-19.0pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,362 | $5,195-73.8% | $4,182-67.4% | $4,876-72.1% |
| Participant deferral / active EE | $3,274 | $5,834-43.9% | $5,045-35.1% | $5,439-39.8% |
| Admin fee / account holder | $2,766 | $10,275-73.1% | $8,159-66.1% | $10,886-74.6% |