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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 | $164,144 | $126,661+29.6% | $113,397+44.8% | $138,895+18.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 19.11% | 25.05%-5.9pp | 23.20%-4.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $972 | $3,456-71.9% | $2,977-67.4% | $4,194-76.8% |
| Participant deferral / active EE | $3,088 | $5,693-45.8% | $5,076-39.2% | $6,396-51.7% |
| Admin fee / account holder | $1,370 | $14,549-90.6% | $11,957-88.5% | $12,562-89.1% |