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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 | $85,576 | $61,816+38.4% | $97,260-12.0% | $80,935+5.7% |
| Participation rate | 28.9% | 63.5%-34.5pp | 72.7%-43.7pp | 67.7%-38.7pp |
| Annual return | 11.71% | -558.73%+570.4pp | 75.54%-63.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $535 | $1,836-70.9% | $2,721-80.3% | $2,757-80.6% |
| Participant deferral / active EE | $1,723 | $3,027-43.1% | $4,262-59.6% | $4,299-59.9% |
| Admin fee / account holder | $7,103 | $5,166+37.5% | $5,640+25.9% | $6,924+2.6% |