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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 | $183,989 | $114,013+61.4% | $103,693+77.4% | $155,188+18.6% |
| Participation rate | 13.3% | 75.2%-61.9pp | 72.6%-59.3pp | 80.8%-67.5pp |
| Annual return | 14.47% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $404 | $3,131-87.1% | $2,920-86.2% | $4,248-90.5% |
| Participant deferral / active EE | $1,288 | $4,970-74.1% | $4,579-71.9% | $6,531-80.3% |
| Admin fee / account holder | $1,035 | $8,407-87.7% | $7,858-86.8% | $14,480-92.9% |