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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 | $108,882+51.8% | $96,754+70.8% | $154,746+6.8% |
| Participation rate | 9.1% | 75.1%-66.0pp | 70.3%-61.2pp | 80.7%-71.6pp |
| Annual return | 18.15% | 98.39%-80.2pp | 82.04%-63.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $354 | $3,018-88.3% | $2,679-86.8% | $4,379-91.9% |
| Participant deferral / active EE | $1,218 | $5,323-77.1% | $4,758-74.4% | $6,730-81.9% |
| Admin fee / account holder | $374 | $10,200-96.3% | $8,905-95.8% | $14,365-97.4% |