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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 | $175,028 | $124,425+40.7% | $112,040+56.2% | $137,256+27.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 17.81% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,580 | $3,411-53.7% | $2,954-46.5% | $4,156-62.0% |
| Participant deferral / active EE | $9,996 | $5,718+74.8% | $5,098+96.1% | $6,407+56.0% |
| Admin fee / account holder | $670 | $15,207-95.6% | $12,098-94.5% | $12,270-94.5% |