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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 | $99,502 | $54,297+83.3% | $97,032+2.5% | $65,306+52.4% |
| Participation rate | 11.7% | 42.3%-30.6pp | 71.6%-59.9pp | 57.7%-46.0pp |
| Annual return | 15.50% | 21.17%-5.7pp | 35.38%-19.9pp | 21.94%-6.4pp |
| Employer contribution / active EE | $146 | $1,365-89.3% | $2,629-94.4% | $1,967-92.6% |
| Participant deferral / active EE | $585 | $2,259-74.1% | $4,672-87.5% | $2,959-80.2% |
| Admin fee / account holder | $1,971 | $3,744-47.3% | $9,418-79.1% | $3,480-43.3% |