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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 | $174,282 | $117,829+47.9% | $102,423+70.2% | $145,877+19.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 11.48% | 31.83%-20.4pp | 29.42%-17.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,672 | $3,615-53.7% | $3,023-44.7% | $4,663-64.1% |
| Participant deferral / active EE | $4,352 | $5,732-24.1% | $5,054-13.9% | $6,691-35.0% |
| Admin fee / account holder | $13,017 | $13,335-2.4% | $9,455+37.7% | $13,402-2.9% |