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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 | $185,318 | $102,609+80.6% | $98,090+88.9% | $138,895+33.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 20.75% | 36.44%-15.7pp | 37.05%-16.3pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,608 | $3,867-58.4% | $3,606-55.4% | $4,194-61.7% |
| Participant deferral / active EE | $6,806 | $8,167-16.7% | $7,845-13.2% | $6,396+6.4% |
| Admin fee / account holder | $931 | $11,434-91.9% | $11,815-92.1% | $12,562-92.6% |