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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 | $179,818 | $124,425+44.5% | $112,040+60.5% | $137,256+31.0% |
| Participation rate | 47.4% | 79.3%-31.9pp | 76.5%-29.1pp | 80.0%-32.6pp |
| Annual return | 12.06% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,616 | $3,411-52.6% | $2,954-45.3% | $4,156-61.1% |
| Participant deferral / active EE | $3,268 | $5,718-42.9% | $5,098-35.9% | $6,407-49.0% |
| Admin fee / account holder | $4,774 | $15,207-68.6% | $12,098-60.5% | $12,270-61.1% |