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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 | $169,549 | $58,057+192.0% | $97,032+74.7% | $86,983+94.9% |
| Participation rate | 9.2% | 60.4%-51.2pp | 71.6%-62.4pp | 69.5%-60.4pp |
| Annual return | 20.42% | 22.26%-1.8pp | 35.38%-15.0pp | 25.83%-5.4pp |
| Employer contribution / active EE | $193 | $1,663-88.4% | $2,629-92.6% | $2,584-92.5% |
| Participant deferral / active EE | $1,041 | $3,244-67.9% | $4,672-77.7% | $4,194-75.2% |
| Admin fee / account holder | $991 | $4,839-79.5% | $9,418-89.5% | $7,856-87.4% |