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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 | $170,458 | $67,411+152.9% | $91,004+87.3% | $70,124+143.1% |
| Participation rate | 63.3% | 71.4%-8.0pp | 75.6%-12.3pp | 69.5%-6.2pp |
| Annual return | 19.72% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $770 | $1,786-56.9% | $2,456-68.7% | $2,342-67.1% |
| Participant deferral / active EE | $4,929 | $2,823+74.6% | $3,548+38.9% | $3,332+47.9% |
| Admin fee / account holder | $12,693 | $4,236+199.6% | $5,417+134.3% | $4,645+173.2% |