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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 | $175,957 | $55,902+214.8% | $76,030+131.4% | $80,959+117.3% |
| Participation rate | 30.0% | 62.1%-32.1pp | 69.1%-39.1pp | 67.7%-37.7pp |
| Annual return | 27.59% | 20.59%+7.0pp | 361.54%-333.9pp | 35.67%-8.1pp |
| Employer contribution / active EE | $1,829 | $1,867-2.0% | $2,688-31.9% | $2,757-33.7% |
| Participant deferral / active EE | $4,934 | $3,051+61.7% | $4,257+15.9% | $4,300+14.7% |
| Admin fee / account holder | $3,518 | $5,239-32.9% | $6,421-45.2% | $6,925-49.2% |