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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 | $165,245 | $97,125+70.1% | $86,233+91.6% | $137,256+20.4% |
| Participation rate | 9.1% | 74.2%-65.1pp | 69.0%-59.9pp | 80.0%-70.9pp |
| Annual return | 18.15% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $354 | $2,841-87.5% | $2,504-85.9% | $4,156-91.5% |
| Participant deferral / active EE | $1,218 | $5,180-76.5% | $4,559-73.3% | $6,407-81.0% |
| Admin fee / account holder | $374 | $9,725-96.2% | $8,342-95.5% | $12,270-97.0% |