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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 | $116,700 | $42,909+172.0% | $152,093-23.3% | $71,012+64.3% |
| Participation rate | 13.6% | 54.7%-41.1pp | 77.8%-64.2pp | 58.6%-45.0pp |
| Annual return | 15.28% | 30.57%-15.3pp | 66.36%-51.1pp | 37.67%-22.4pp |
| Employer contribution / active EE | $335 | $1,369-75.5% | $4,175-92.0% | $2,348-85.7% |
| Participant deferral / active EE | $586 | $1,904-69.2% | $5,451-89.2% | $3,246-81.9% |
| Admin fee / account holder | $3,710 | $1,014+265.9% | $14,497-74.4% | $1,167+217.9% |