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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 | $156,043 | $110,410+41.3% | $102,437+52.3% | $145,897+7.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 18.34% | 24.85%-6.5pp | 24.95%-6.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,259 | $4,217-70.2% | $3,871-67.5% | $4,663-73.0% |
| Participant deferral / active EE | $2,917 | $5,622-48.1% | $5,060-42.4% | $6,689-56.4% |
| Admin fee / account holder | $2,918 | $9,745-70.1% | $8,388-65.2% | $13,390-78.2% |