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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 | $152,008 | $117,859+29.0% | $102,438+48.4% | $145,959+4.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.13% | 31.72%-13.6pp | 29.37%-11.2pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,632 | $3,615-54.9% | $3,024-46.0% | $4,661-65.0% |
| Participant deferral / active EE | $11,251 | $5,732+96.3% | $5,054+122.6% | $6,689+68.2% |
| Admin fee / account holder | $5,770 | $13,318-56.7% | $9,448-38.9% | $13,398-56.9% |