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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 | $154,073 | $103,949+48.2% | $69,182+122.7% | $273,972-43.8% |
| Participation rate | 12.5% | 67.4%-54.9pp | 55.1%-42.6pp | 83.0%-70.5pp |
| Annual return | 9.32% | 35.28%-26.0pp | -21.93%+31.3pp | 41.46%-32.1pp |
| Employer contribution / active EE | $530 | $1,783-70.3% | $1,206-56.1% | $4,869-89.1% |
| Participant deferral / active EE | $2,259 | $2,716-16.9% | $1,897+19.1% | $5,287-57.3% |
| Admin fee / account holder | $1,614 | $3,671-56.0% | $2,697-40.2% | $10,133-84.1% |