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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 | $176,698 | $110,410+60.0% | $102,437+72.5% | $145,897+21.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.55% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,200 | $4,217-71.6% | $3,871-69.0% | $4,663-74.3% |
| Participant deferral / active EE | $10,641 | $5,622+89.3% | $5,060+110.3% | $6,689+59.1% |
| Admin fee / account holder | $442 | $9,745-95.5% | $8,388-94.7% | $13,390-96.7% |