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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 | $180,798 | $124,330+45.4% | $109,173+65.6% | $167,536+7.9% |
| Participation rate | 56.3% | 79.5%-23.2pp | 75.9%-19.6pp | 82.1%-25.9pp |
| Annual return | 12.01% | 26.04%-14.0pp | 25.75%-13.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $931 | $4,209-77.9% | $3,723-75.0% | $4,839-80.8% |
| Participant deferral / active EE | $3,031 | $5,256-42.3% | $4,654-34.9% | $6,342-52.2% |
| Admin fee / account holder | $520 | $7,974-93.5% | $6,755-92.3% | $12,315-95.8% |