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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 | $37,156+312.4% | $83,854+82.7% | $86,983+76.2% |
| Participation rate | 4.0% | 49.1%-45.1pp | 59.1%-55.1pp | 69.5%-65.5pp |
| Annual return | 17.73% | 29.88%-12.2pp | 31.39%-13.7pp | 25.83%-8.1pp |
| Employer contribution / active EE | $131 | $661-80.1% | $1,017-87.1% | $2,584-94.9% |
| Participant deferral / active EE | $963 | $1,418-32.1% | $2,035-52.7% | $4,194-77.0% |
| Admin fee / account holder | $6,446 | $2,510+156.8% | $3,197+101.6% | $7,856-18.0% |