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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 | $166,054 | $110,410+50.4% | $102,437+62.1% | $145,897+13.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 17.70% | 24.85%-7.2pp | 24.95%-7.3pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,666 | $4,217-60.5% | $3,871-57.0% | $4,663-64.3% |
| Participant deferral / active EE | $5,949 | $5,622+5.8% | $5,060+17.6% | $6,689-11.1% |
| Admin fee / account holder | $15,024 | $9,745+54.2% | $8,388+79.1% | $13,390+12.2% |