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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 | $111,229 | $48,053+131.5% | $84,637+31.4% | $72,976+52.4% |
| Participation rate | 10.5% | 57.6%-47.1pp | 68.2%-57.7pp | 69.5%-59.0pp |
| Annual return | 26.76% | 37.39%-10.6pp | 258.82%-232.1pp | 81.02%-54.3pp |
| Employer contribution / active EE | $517 | $1,602-67.7% | $2,653-80.5% | $2,440-78.8% |
| Participant deferral / active EE | $1,287 | $2,681-52.0% | $3,900-67.0% | $3,608-64.3% |
| Admin fee / account holder | $373 | $3,395-89.0% | $4,914-92.4% | $5,124-92.7% |