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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 | $167,340 | $50,082+234.1% | $93,419+79.1% | $79,852+109.6% |
| Participation rate | 29.0% | 60.9%-31.9pp | 66.8%-37.8pp | 69.6%-40.6pp |
| Annual return | 14.03% | 24.59%-10.6pp | 78.05%-64.0pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,238 | $1,303-5.0% | $2,075-40.3% | $2,471-49.9% |
| Participant deferral / active EE | $4,639 | $2,212+109.7% | $3,126+48.4% | $3,740+24.0% |
| Admin fee / account holder | $6,120 | $3,454+77.2% | $5,230+17.0% | $5,306+15.3% |