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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 | $153,225 | $36,948+314.7% | $73,658+108.0% | $87,485+75.1% |
| Participation rate | 4.0% | 46.8%-42.8pp | 57.0%-53.0pp | 68.9%-64.9pp |
| Annual return | 17.73% | 28.64%-10.9pp | 29.72%-12.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $131 | $670-80.4% | $1,032-87.3% | $2,596-94.9% |
| Participant deferral / active EE | $963 | $1,379-30.2% | $2,062-53.3% | $4,274-77.5% |
| Admin fee / account holder | $6,446 | $2,531+154.7% | $3,357+92.0% | $7,775-17.1% |