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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 | $159,593 | $37,446+326.2% | $77,552+105.8% | $79,856+99.9% |
| Participation rate | 11.6% | 41.5%-29.9pp | 54.2%-42.6pp | 69.6%-58.0pp |
| Annual return | 12.05% | 39.76%-27.7pp | 54.82%-42.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $281 | $637-55.9% | $987-71.5% | $2,471-88.6% |
| Participant deferral / active EE | $1,052 | $1,261-16.5% | $1,861-43.4% | $3,741-71.9% |
| Admin fee / account holder | $1,035 | $2,506-58.7% | $2,859-63.8% | $5,306-80.5% |