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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 | $58,057+195.7% | $97,032+76.9% | $86,983+97.4% |
| Participation rate | 11.1% | 60.4%-49.3pp | 71.6%-60.5pp | 69.5%-58.4pp |
| Annual return | 15.95% | 22.26%-6.3pp | 35.38%-19.4pp | 25.83%-9.9pp |
| Employer contribution / active EE | $424 | $1,663-74.5% | $2,629-83.9% | $2,584-83.6% |
| Participant deferral / active EE | $1,150 | $3,244-64.5% | $4,672-75.4% | $4,194-72.6% |
| Admin fee / account holder | $672 | $4,839-86.1% | $9,418-92.9% | $7,856-91.5% |