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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 | $187,776 | $110,337+70.2% | $102,383+83.4% | $145,877+28.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.63% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,000 | $4,216-76.3% | $3,870-74.2% | $4,663-78.6% |
| Participant deferral / active EE | $5,083 | $5,621-9.6% | $5,060+0.5% | $6,691-24.0% |
| Admin fee / account holder | $36,679 | $9,750+276.2% | $8,391+337.1% | $13,402+173.7% |