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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 | $181,900 | $81,504+123.2% | $102,437+77.6% | $80,959+124.7% |
| Participation rate | 56.7% | 66.9%-10.2pp | 74.5%-17.8pp | 67.7%-11.0pp |
| Annual return | 10.95% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,234 | $3,104-60.2% | $3,871-68.1% | $2,757-55.2% |
| Participant deferral / active EE | $5,000 | $3,871+29.2% | $5,060-1.2% | $4,300+16.3% |
| Admin fee / account holder | $42,897 | $6,719+538.4% | $8,388+411.4% | $6,925+519.4% |