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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 | $143,443 | $57,541+149.3% | $95,759+49.8% | $75,177+90.8% |
| Participation rate | 11.5% | 62.5%-51.0pp | 72.3%-60.7pp | 67.2%-55.7pp |
| Annual return | 14.90% | 34.93%-20.0pp | 28.42%-13.5pp | 160.75%-145.9pp |
| Employer contribution / active EE | $514 | $1,808-71.6% | $2,836-81.9% | $2,671-80.8% |
| Participant deferral / active EE | $1,337 | $3,074-56.5% | $4,244-68.5% | $4,126-67.6% |
| Admin fee / account holder | $476 | $4,099-88.4% | $5,678-91.6% | $5,651-91.6% |