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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 | $194,416 | $124,425+56.3% | $112,040+73.5% | $137,256+41.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 16.64% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,134 | $3,411-66.8% | $2,954-61.6% | $4,156-72.7% |
| Participant deferral / active EE | $3,229 | $5,718-43.5% | $5,098-36.7% | $6,407-49.6% |
| Admin fee / account holder | $1,338 | $15,207-91.2% | $12,098-88.9% | $12,270-89.1% |