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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 | $164,600 | $65,034+153.1% | $90,970+80.9% | $79,856+106.1% |
| Participation rate | 48.4% | 61.6%-13.2pp | 69.0%-20.6pp | 69.6%-21.3pp |
| Annual return | 17.79% | 30.45%-12.7pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $315 | $1,247-74.8% | $2,122-85.2% | $2,471-87.3% |
| Participant deferral / active EE | $1,711 | $2,512-31.9% | $3,373-49.3% | $3,741-54.3% |
| Admin fee / account holder | $335 | $4,536-92.6% | $5,961-94.4% | $5,306-93.7% |