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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 | $57,061+205.2% | $85,063+104.7% | $80,911+115.2% |
| Participation rate | 16.1% | 56.3%-40.2pp | 67.5%-51.4pp | 67.6%-51.5pp |
| Annual return | 15.16% | 21.66%-6.5pp | 66.54%-51.4pp | 35.63%-20.5pp |
| Employer contribution / active EE | $1,045 | $1,799-41.9% | $2,727-61.7% | $2,756-62.1% |
| Participant deferral / active EE | $1,797 | $3,110-42.2% | $4,523-60.3% | $4,297-58.2% |
| Admin fee / account holder | $2,615 | $4,986-47.6% | $6,155-57.5% | $6,935-62.3% |