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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 | $135,916 | $54,541+149.2% | $78,778+72.5% | $70,126+93.8% |
| Participation rate | 9.5% | 60.8%-51.3pp | 69.2%-59.7pp | 69.5%-60.1pp |
| Annual return | 12.91% | 21.07%-8.2pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $203 | $1,089-81.4% | $1,986-89.8% | $2,343-91.3% |
| Participant deferral / active EE | $1,404 | $2,210-36.5% | $2,958-52.5% | $3,332-57.9% |
| Admin fee / account holder | $547 | $3,709-85.2% | $5,134-89.3% | $4,645-88.2% |