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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 | $227,775 | $110,337+106.4% | $102,383+122.5% | $145,877+56.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.63% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,054 | $4,216-75.0% | $3,870-72.8% | $4,663-77.4% |
| Participant deferral / active EE | $4,600 | $5,621-18.2% | $5,060-9.1% | $6,691-31.2% |
| Admin fee / account holder | $1,828 | $9,750-81.3% | $8,391-78.2% | $13,402-86.4% |