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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 | $193,221 | $110,337+75.1% | $102,383+88.7% | $145,877+32.5% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 12.78% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,499 | $4,216-64.4% | $3,870-61.3% | $4,663-67.9% |
| Participant deferral / active EE | $4,862 | $5,621-13.5% | $5,060-3.9% | $6,691-27.3% |
| Admin fee / account holder | $1,799 | $9,750-81.5% | $8,391-78.6% | $13,402-86.6% |