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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 | $174,149 | $57,073+205.1% | $85,126+104.6% | $80,925+115.2% |
| Participation rate | 16.1% | 56.4%-40.3pp | 67.5%-51.4pp | 67.7%-51.5pp |
| Annual return | 15.16% | 21.69%-6.5pp | 66.63%-51.5pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,045 | $1,801-42.0% | $2,731-61.7% | $2,756-62.1% |
| Participant deferral / active EE | $1,797 | $3,113-42.3% | $4,523-60.3% | $4,299-58.2% |
| Admin fee / account holder | $2,615 | $4,988-47.6% | $6,160-57.6% | $6,940-62.3% |