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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 | $168,133 | $93,345+80.1% | $119,126+41.1% | $87,485+92.2% |
| Participation rate | 40.4% | 68.7%-28.3pp | 75.8%-35.3pp | 68.9%-28.5pp |
| Annual return | 16.42% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,604 | $3,172-49.4% | $4,034-60.2% | $2,596-38.2% |
| Participant deferral / active EE | $2,060 | $4,099-49.7% | $5,318-61.3% | $4,274-51.8% |
| Admin fee / account holder | $4,709 | $8,039-41.4% | $10,693-56.0% | $7,775-39.4% |