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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 | $160,302 | $36,948+333.9% | $73,658+117.6% | $87,485+83.2% |
| Participation rate | 5.0% | 46.8%-41.8pp | 57.0%-52.0pp | 68.9%-63.9pp |
| Annual return | 15.70% | 28.64%-12.9pp | 29.72%-14.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $142 | $670-78.8% | $1,032-86.3% | $2,596-94.5% |
| Participant deferral / active EE | $1,426 | $1,379+3.4% | $2,062-30.8% | $4,274-66.6% |
| Admin fee / account holder | $594 | $2,531-76.5% | $3,357-82.3% | $7,775-92.4% |