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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 | $78,690+112.0% | $161,489+3.3% | $87,485+90.7% |
| Participation rate | 15.4% | 67.5%-52.1pp | 78.7%-63.3pp | 68.9%-53.5pp |
| Annual return | 19.61% | 32.74%-13.1pp | 89.72%-70.1pp | 26.06%-6.5pp |
| Employer contribution / active EE | $530 | $2,588-79.5% | $4,268-87.6% | $2,596-79.6% |
| Participant deferral / active EE | $3,550 | $3,311+7.2% | $5,630-36.9% | $4,274-16.9% |
| Admin fee / account holder | $637 | $6,724-90.5% | $16,006-96.0% | $7,775-91.8% |