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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 | $44,746+122.4% | $88,179+12.8% | $64,097+55.2% |
| Participation rate | 11.7% | 39.8%-28.1pp | 69.1%-57.5pp | 55.2%-43.5pp |
| Annual return | 15.50% | 24.70%-9.2pp | 64.97%-49.5pp | 34.64%-19.1pp |
| Employer contribution / active EE | $146 | $1,078-86.4% | $2,549-94.3% | $1,891-92.3% |
| Participant deferral / active EE | $585 | $2,072-71.8% | $4,614-87.3% | $3,080-81.0% |
| Admin fee / account holder | $1,971 | $3,437-42.6% | $7,673-74.3% | $3,454-42.9% |