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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 | $176,082 | $87,733+100.7% | $106,554+65.3% | $85,851+105.1% |
| Participation rate | 41.4% | 71.9%-30.6pp | 76.1%-34.8pp | 69.3%-27.9pp |
| Annual return | 15.00% | 21.86%-6.9pp | 26.80%-11.8pp | 318.63%-303.6pp |
| Employer contribution / active EE | $1,103 | $2,073-46.8% | $2,819-60.9% | $2,565-57.0% |
| Participant deferral / active EE | $2,417 | $3,469-30.3% | $4,398-45.1% | $3,952-38.9% |
| Admin fee / account holder | $690 | $6,767-89.8% | $7,408-90.7% | $6,261-89.0% |