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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 | $160,071 | $124,425+28.6% | $112,040+42.9% | $137,256+16.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 15.34% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,721 | $3,411-49.5% | $2,954-41.7% | $4,156-58.6% |
| Participant deferral / active EE | $3,671 | $5,718-35.8% | $5,098-28.0% | $6,407-42.7% |
| Admin fee / account holder | $12,630 | $15,207-16.9% | $12,098+4.4% | $12,270+2.9% |