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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 | $166,004 | $110,379+50.4% | $102,412+62.1% | $145,884+13.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 9.31% | 24.84%-15.5pp | 24.94%-15.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,692 | $4,216-59.9% | $3,870-56.3% | $4,662-63.7% |
| Participant deferral / active EE | $9,831 | $5,622+74.9% | $5,060+94.3% | $6,690+47.0% |
| Admin fee / account holder | $1,794 | $9,745-81.6% | $8,388-78.6% | $13,392-86.6% |