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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 | $147,584 | $110,337+33.8% | $102,383+44.1% | $145,877+1.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.07% | 24.83%-9.8pp | 24.94%-9.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,560 | $4,216-63.0% | $3,870-59.7% | $4,663-66.5% |
| Participant deferral / active EE | $11,700 | $5,621+108.2% | $5,060+131.2% | $6,691+74.9% |
| Admin fee / account holder | $585 | $9,750-94.0% | $8,391-93.0% | $13,402-95.6% |