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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 | $181,168 | $55,902+224.1% | $76,030+138.3% | $80,959+123.8% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 17.17% | 20.59%-3.4pp | 361.54%-344.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $505 | $1,867-72.9% | $2,688-81.2% | $2,757-81.7% |
| Participant deferral / active EE | $3,573 | $3,051+17.1% | $4,257-16.1% | $4,300-16.9% |
| Admin fee / account holder | $3,274 | $5,239-37.5% | $6,421-49.0% | $6,925-52.7% |