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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 | $60,442+184.0% | $96,754+77.4% | $87,485+96.2% |
| Participation rate | 11.1% | 58.7%-47.6pp | 70.3%-59.2pp | 68.9%-57.8pp |
| Annual return | 15.95% | 21.97%-6.0pp | 82.04%-66.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $424 | $1,691-74.9% | $2,679-84.2% | $2,596-83.7% |
| Participant deferral / active EE | $1,150 | $3,280-64.9% | $4,758-75.8% | $4,274-73.1% |
| Admin fee / account holder | $672 | $5,069-86.8% | $8,905-92.5% | $7,775-91.4% |