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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 | $157,565 | $95,915+64.3% | $79,580+98.0% | $134,532+17.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | 4.80% | -2.71%+7.5pp | 0.15%+4.6pp | 418.27%-413.5pp |
| Employer contribution / active EE | $1,028 | $3,129-67.1% | $2,413-57.4% | $4,741-78.3% |
| Participant deferral / active EE | $2,609 | $4,693-44.4% | $3,985-34.5% | $6,401-59.2% |
| Admin fee / account holder | $4,187 | $9,132-54.1% | $6,835-38.7% | $11,429-63.4% |