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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 | $166,819 | $76,407+118.3% | $150,298+11.0% | $82,448+102.3% |
| Participation rate | 15.4% | 66.4%-51.0pp | 77.8%-62.4pp | 68.1%-52.7pp |
| Annual return | 19.61% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $530 | $2,614-79.7% | $4,154-87.2% | $2,551-79.2% |
| Participant deferral / active EE | $3,550 | $3,214+10.4% | $5,453-34.9% | $4,139-14.2% |
| Admin fee / account holder | $637 | $6,352-90.0% | $14,116-95.5% | $7,234-91.2% |