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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 | $183,352 | $126,661+44.8% | $113,397+61.7% | $138,895+32.0% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.5%-20.9pp | 79.9%-24.4pp |
| Annual return | 16.67% | 25.05%-8.4pp | 23.20%-6.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,333 | $3,456-61.4% | $2,977-55.2% | $4,194-68.2% |
| Participant deferral / active EE | $4,829 | $5,693-15.2% | $5,076-4.9% | $6,396-24.5% |
| Admin fee / account holder | $4,741 | $14,549-67.4% | $11,957-60.4% | $12,562-62.3% |