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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 | $179,135 | $107,421+66.8% | $182,262-1.7% | $94,015+90.5% |
| Participation rate | 30.6% | 77.8%-47.2pp | 84.2%-53.7pp | 70.8%-40.3pp |
| Annual return | 17.96% | 21.32%-3.4pp | 140.60%-122.6pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,278 | $3,448-62.9% | $5,046-74.7% | $2,790-54.2% |
| Participant deferral / active EE | $2,666 | $6,558-59.4% | $8,276-67.8% | $4,249-37.3% |
| Admin fee / account holder | $9,229 | $8,692+6.2% | $16,712-44.8% | $8,951+3.1% |