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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 | $110,410+106.3% | $102,437+122.4% | $145,897+56.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.63% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,054 | $4,217-75.0% | $3,871-72.8% | $4,663-77.4% |
| Participant deferral / active EE | $4,600 | $5,622-18.2% | $5,060-9.1% | $6,689-31.2% |
| Admin fee / account holder | $1,828 | $9,745-81.2% | $8,388-78.2% | $13,390-86.4% |