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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 | $161,308 | $77,814+107.3% | $158,223+1.9% | $86,983+85.4% |
| Participation rate | 10.0% | 68.4%-58.4pp | 79.2%-69.2pp | 69.5%-59.5pp |
| Annual return | 16.73% | 30.54%-13.8pp | 52.09%-35.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $289 | $2,592-88.9% | $4,109-93.0% | $2,584-88.8% |
| Participant deferral / active EE | $1,030 | $3,270-68.5% | $5,467-81.2% | $4,194-75.4% |
| Admin fee / account holder | $8,366 | $5,879+42.3% | $16,047-47.9% | $7,856+6.5% |