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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 | $208,152 | $124,330+67.4% | $109,173+90.7% | $167,536+24.2% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 15.58% | 26.04%-10.5pp | 25.75%-10.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,578 | $4,209-62.5% | $3,723-57.6% | $4,839-67.4% |
| Participant deferral / active EE | $5,198 | $5,256-1.1% | $4,654+11.7% | $6,342-18.0% |
| Admin fee / account holder | $8,321 | $7,974+4.4% | $6,755+23.2% | $12,315-32.4% |