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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 | $171,676 | $57,590+198.1% | $86,233+99.1% | $82,448+108.2% |
| Participation rate | 11.1% | 57.9%-46.8pp | 69.0%-57.9pp | 68.1%-57.0pp |
| Annual return | 15.95% | 22.41%-6.5pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $424 | $1,655-74.4% | $2,504-83.1% | $2,551-83.4% |
| Participant deferral / active EE | $1,150 | $3,080-62.7% | $4,559-74.8% | $4,139-72.2% |
| Admin fee / account holder | $672 | $4,730-85.8% | $8,342-92.0% | $7,234-90.7% |