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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 | $48,050+227.1% | $96,754+62.5% | $64,340+144.3% |
| Participation rate | 15.6% | 40.6%-25.0pp | 70.3%-54.7pp | 55.2%-39.7pp |
| Annual return | 19.91% | 23.41%-3.5pp | 82.04%-62.1pp | 24.14%-4.2pp |
| Employer contribution / active EE | $760 | $1,204-36.9% | $2,679-71.6% | $1,862-59.2% |
| Participant deferral / active EE | $1,413 | $2,191-35.5% | $4,758-70.3% | $2,980-52.6% |
| Admin fee / account holder | $709 | $3,741-81.0% | $8,905-92.0% | $3,703-80.9% |