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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 | $177,058 | $58,848+200.9% | $88,179+100.8% | $82,637+114.3% |
| Participation rate | 13.5% | 57.9%-44.4pp | 69.1%-55.7pp | 68.1%-54.6pp |
| Annual return | 15.90% | 22.76%-6.9pp | 64.97%-49.1pp | 53.51%-37.6pp |
| Employer contribution / active EE | $420 | $1,678-75.0% | $2,549-83.5% | $2,552-83.5% |
| Participant deferral / active EE | $976 | $3,124-68.8% | $4,614-78.8% | $4,126-76.3% |
| Admin fee / account holder | $4,541 | $4,795-5.3% | $7,673-40.8% | $7,339-38.1% |