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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 | $95,541 | $44,746+113.5% | $88,179+8.3% | $64,097+49.1% |
| Participation rate | 28.6% | 39.8%-11.2pp | 69.1%-40.6pp | 55.2%-26.6pp |
| Annual return | 17.89% | 24.70%-6.8pp | 64.97%-47.1pp | 34.64%-16.8pp |
| Employer contribution / active EE | $173 | $1,078-84.0% | $2,549-93.2% | $1,891-90.9% |
| Participant deferral / active EE | $1,466 | $2,072-29.3% | $4,614-68.2% | $3,080-52.4% |
| Admin fee / account holder | $16,380 | $3,437+376.6% | $7,673+113.5% | $3,454+374.2% |