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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 | $171,412 | $84,236+103.5% | $170,435+0.6% | $70,126+144.4% |
| Participation rate | 47.1% | 70.8%-23.8pp | 83.6%-36.5pp | 69.5%-22.5pp |
| Annual return | 16.11% | 23.06%-7.0pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,299 | $3,387-61.7% | $5,432-76.1% | $2,343-44.6% |
| Participant deferral / active EE | $3,085 | $3,0860% | $4,939-37.5% | $3,332-7.4% |
| Admin fee / account holder | $870 | $5,698-84.7% | $13,881-93.7% | $4,645-81.3% |