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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 | $157,183 | $45,312+246.9% | $86,233+82.3% | $67,986+131.2% |
| Participation rate | 15.6% | 42.4%-26.8pp | 69.0%-53.4pp | 57.2%-41.6pp |
| Annual return | 19.91% | 24.79%-4.9pp | 61.39%-41.5pp | 31.67%-11.8pp |
| Employer contribution / active EE | $760 | $1,160-34.5% | $2,504-69.7% | $2,019-62.4% |
| Participant deferral / active EE | $1,413 | $2,185-35.3% | $4,559-69.0% | $3,358-57.9% |
| Admin fee / account holder | $709 | $3,295-78.5% | $8,342-91.5% | $3,203-77.9% |