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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 | $175,766 | $76,407+130.0% | $150,298+16.9% | $82,448+113.2% |
| Participation rate | 29.4% | 66.4%-37.0pp | 77.8%-48.3pp | 68.1%-38.7pp |
| Annual return | 14.48% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $623 | $2,614-76.2% | $4,154-85.0% | $2,551-75.6% |
| Participant deferral / active EE | $3,012 | $3,214-6.3% | $5,453-44.8% | $4,139-27.2% |
| Admin fee / account holder | $21,355 | $6,352+236.2% | $14,116+51.3% | $7,234+195.2% |