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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 | $177,073 | $103,393+71.3% | $87,103+103.3% | $152,909+15.8% |
| Participation rate | 38.5% | 79.4%-40.9pp | 76.9%-38.4pp | 82.5%-44.0pp |
| Annual return | 23.60% | 28.10%-4.5pp | 28.19%-4.6pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,040 | $3,221-67.7% | $2,521-58.8% | $4,764-78.2% |
| Participant deferral / active EE | $4,611 | $4,778-3.5% | $4,049+13.9% | $5,851-21.2% |
| Admin fee / account holder | $1,909 | $12,195-84.3% | $7,491-74.5% | $11,601-83.5% |