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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 | $55,930+214.6% | $76,089+131.3% | $80,925+117.4% |
| Participation rate | 30.0% | 62.1%-32.1pp | 69.1%-39.1pp | 67.7%-37.7pp |
| Annual return | 27.59% | 20.58%+7.0pp | 360.94%-333.4pp | 35.65%-8.1pp |
| Employer contribution / active EE | $1,829 | $1,866-2.0% | $2,690-32.0% | $2,756-33.6% |
| Participant deferral / active EE | $4,934 | $3,051+61.7% | $4,259+15.8% | $4,299+14.8% |
| Admin fee / account holder | $3,518 | $5,241-32.9% | $6,418-45.2% | $6,940-49.3% |