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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 | $159,439 | $111,814+42.6% | $103,374+54.2% | $145,959+9.2% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 11.14% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,231 | $4,214-70.8% | $3,869-68.2% | $4,661-73.6% |
| Participant deferral / active EE | $6,910 | $5,618+23.0% | $5,058+36.6% | $6,689+3.3% |
| Admin fee / account holder | $1,945 | $9,754-80.1% | $8,394-76.8% | $13,398-85.5% |