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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 | $170,556 | $102,245+66.8% | $89,340+90.9% | $137,256+24.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 10.22% | 21.89%-11.7pp | 20.57%-10.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $91 | $2,529-96.4% | $2,231-95.9% | $4,156-97.8% |
| Participant deferral / active EE | $2,346 | $4,436-47.1% | $3,823-38.6% | $6,407-63.4% |
| Admin fee / account holder | $5,842 | $8,085-27.7% | $6,704-12.9% | $12,270-52.4% |