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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 | $150,908 | $104,709+44.1% | $85,705+76.1% | $167,553-9.9% |
| Participation rate | 52.6% | 76.4%-23.7pp | 69.9%-17.2pp | 82.1%-29.5pp |
| Annual return | 13.69% | 21.45%-7.8pp | 21.49%-7.8pp | 478.89%-465.2pp |
| Employer contribution / active EE | $1,423 | $3,338-57.4% | $2,619-45.6% | $4,840-70.6% |
| Participant deferral / active EE | $2,736 | $4,827-43.3% | $3,924-30.3% | $6,343-56.9% |
| Admin fee / account holder | $7,937 | $10,036-20.9% | $6,877+15.4% | $12,316-35.6% |