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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 | $174,578 | $81,358+114.6% | $155,556+12.2% | $80,959+115.6% |
| Participation rate | 2.9% | 66.3%-63.4pp | 78.2%-75.4pp | 67.7%-64.8pp |
| Annual return | 12.15% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $704 | $3,106-77.3% | $4,675-84.9% | $2,757-74.5% |
| Participant deferral / active EE | $1,880 | $3,455-45.6% | $5,631-66.6% | $4,300-56.3% |
| Admin fee / account holder | $16,136 | $7,994+101.9% | $15,885+1.6% | $6,925+133.0% |