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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 | $179,891 | $86,288+108.5% | $111,306+61.6% | $85,851+109.5% |
| Participation rate | 42.9% | 73.3%-30.5pp | 77.3%-34.5pp | 69.3%-26.5pp |
| Annual return | 14.63% | 19.99%-5.4pp | 54.67%-40.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $1,189 | $2,044-41.8% | $2,732-56.5% | $2,565-53.6% |
| Participant deferral / active EE | $3,595 | $3,641-1.3% | $4,488-19.9% | $3,952-9.0% |
| Admin fee / account holder | $579 | $8,189-92.9% | $7,966-92.7% | $6,261-90.8% |