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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 | $151,559 | $91,198+66.2% | $178,503-15.1% | $79,856+89.8% |
| Participation rate | 25.6% | 69.2%-43.6pp | 81.9%-56.3pp | 69.6%-44.0pp |
| Annual return | 12.07% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $586 | $3,257-82.0% | $5,011-88.3% | $2,471-76.3% |
| Participant deferral / active EE | $2,513 | $3,237-22.4% | $5,202-51.7% | $3,741-32.8% |
| Admin fee / account holder | $1,557 | $6,748-76.9% | $13,987-88.9% | $5,306-70.7% |