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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 | $166,551 | $112,729+47.7% | $98,716+68.7% | $137,256+21.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 19.82% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,750 | $2,725+37.6% | $2,279+64.6% | $4,156-9.8% |
| Participant deferral / active EE | $12,500 | $4,640+169.4% | $4,048+208.8% | $6,407+95.1% |
| Admin fee / account holder | $1,380 | $10,129-86.4% | $8,703-84.1% | $12,270-88.8% |