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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 | $75,541+120.8% | $152,093+9.7% | $82,637+101.9% |
| Participation rate | 15.4% | 66.5%-51.2pp | 77.8%-62.4pp | 68.1%-52.7pp |
| Annual return | 19.61% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $530 | $2,622-79.8% | $4,175-87.3% | $2,552-79.2% |
| Participant deferral / active EE | $3,550 | $3,206+10.7% | $5,451-34.9% | $4,126-14.0% |
| Admin fee / account holder | $637 | $6,405-90.1% | $14,497-95.6% | $7,339-91.3% |