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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 | $99,053+66.8% | $88,179+87.4% | $138,895+19.0% |
| Participation rate | 9.1% | 74.2%-65.2pp | 69.1%-60.1pp | 79.9%-70.8pp |
| Annual return | 18.15% | 78.17%-60.0pp | 64.97%-46.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $354 | $2,882-87.7% | $2,549-86.1% | $4,194-91.6% |
| Participant deferral / active EE | $1,218 | $5,225-76.7% | $4,614-73.6% | $6,396-81.0% |
| Admin fee / account holder | $374 | $8,748-95.7% | $7,673-95.1% | $12,562-97.0% |