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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 | $168,061 | $104,650+60.6% | $83,854+100.4% | $155,188+8.3% |
| Participation rate | 22.2% | 65.1%-42.9pp | 59.1%-36.9pp | 80.8%-58.6pp |
| Annual return | 19.01% | 28.97%-10.0pp | 31.39%-12.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $465 | $1,196-61.1% | $1,017-54.3% | $4,248-89.1% |
| Participant deferral / active EE | $6,056 | $2,367+155.8% | $2,035+197.6% | $6,531-7.3% |
| Admin fee / account holder | $642 | $3,518-81.8% | $3,197-79.9% | $14,480-95.6% |