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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 | $184,859 | $48,337+282.4% | $67,560+173.6% | $80,959+128.3% |
| Participation rate | 8.8% | 66.4%-57.6pp | 72.9%-64.1pp | 67.7%-58.8pp |
| Annual return | 15.51% | 18.26%-2.8pp | 3533.50%-3518.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $381 | $2,023-81.1% | $2,737-86.1% | $2,757-86.2% |
| Participant deferral / active EE | $1,932 | $2,928-34.0% | $4,004-51.8% | $4,300-55.1% |
| Admin fee / account holder | $1,656 | $3,695-55.2% | $3,994-58.5% | $6,925-76.1% |