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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 | $159,115 | $71,208+123.4% | $93,681+69.8% | $80,911+96.7% |
| Participation rate | 30.6% | 60.4%-29.8pp | 68.7%-38.1pp | 67.6%-37.0pp |
| Annual return | 11.14% | 11.27%-0.1pp | 133.47%-122.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,245 | $1,564-20.4% | $2,422-48.6% | $2,756-54.8% |
| Participant deferral / active EE | $3,030 | $4,035-24.9% | $4,415-31.4% | $4,297-29.5% |
| Admin fee / account holder | $21,248 | $6,951+205.7% | $8,290+156.3% | $6,935+206.4% |