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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 | $174,950 | $58,275+200.2% | $81,844+113.8% | $80,935+116.2% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 17.91% | 41.82%-23.9pp | 778.87%-761.0pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,929 | $2,346-17.8% | $2,916-33.8% | $2,757-30.0% |
| Participant deferral / active EE | $4,862 | $3,285+48.0% | $4,323+12.5% | $4,299+13.1% |
| Admin fee / account holder | $1,328 | $4,749-72.0% | $7,355-81.9% | $6,924-80.8% |