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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 | $168,506 | $48,364+248.4% | $71,796+134.7% | $62,881+168.0% |
| Participation rate | 15.3% | 60.6%-45.4pp | 69.1%-53.9pp | 69.3%-54.1pp |
| Annual return | 6.25% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $450 | $1,042-56.8% | $1,924-76.6% | $2,281-80.3% |
| Participant deferral / active EE | $1,273 | $2,091-39.1% | $2,794-54.4% | $3,203-60.2% |
| Admin fee / account holder | $3,288 | $3,771-12.8% | $4,815-31.7% | $4,296-23.4% |