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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 | $185,441 | $110,337+68.1% | $102,383+81.1% | $145,877+27.1% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 13.35% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,402 | $4,216-66.7% | $3,870-63.8% | $4,663-69.9% |
| Participant deferral / active EE | $5,442 | $5,621-3.2% | $5,060+7.6% | $6,691-18.7% |
| Admin fee / account holder | $2,585 | $9,750-73.5% | $8,391-69.2% | $13,402-80.7% |