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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 | $184,237 | $110,410+66.9% | $102,437+79.9% | $145,897+26.3% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 12.70% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,569 | $4,217-62.8% | $3,871-59.5% | $4,663-66.3% |
| Participant deferral / active EE | $2,720 | $5,622-51.6% | $5,060-46.2% | $6,689-59.3% |
| Admin fee / account holder | $909 | $9,745-90.7% | $8,388-89.2% | $13,390-93.2% |