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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 | $183,690 | $124,425+47.6% | $112,040+64.0% | $137,256+33.8% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 15.84% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,399 | $3,411-59.0% | $2,954-52.6% | $4,156-66.3% |
| Participant deferral / active EE | $3,910 | $5,718-31.6% | $5,098-23.3% | $6,407-39.0% |
| Admin fee / account holder | $2,044 | $15,207-86.6% | $12,098-83.1% | $12,270-83.3% |