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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 | $161,233 | $96,956+66.3% | $69,779+131.1% | $273,972-41.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 11.42% | 12.93%-1.5pp | 12.99%-1.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,109 | $3,316-66.6% | $2,338-52.6% | $4,869-77.2% |
| Participant deferral / active EE | $3,336 | $3,744-10.9% | $2,931+13.8% | $5,287-36.9% |
| Admin fee / account holder | $1,069 | $7,934-86.5% | $4,381-75.6% | $10,133-89.5% |