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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 | $126,759 | $78,690+61.1% | $161,489-21.5% | $87,485+44.9% |
| Participation rate | 45.9% | 67.5%-21.5pp | 78.7%-32.8pp | 68.9%-23.0pp |
| Annual return | 24.14% | 32.74%-8.6pp | 89.72%-65.6pp | 26.06%-1.9pp |
| Employer contribution / active EE | $925 | $2,588-64.3% | $4,268-78.3% | $2,596-64.4% |
| Participant deferral / active EE | $1,833 | $3,311-44.6% | $5,630-67.4% | $4,274-57.1% |
| Admin fee / account holder | $1,591 | $6,724-76.3% | $16,006-90.1% | $7,775-79.5% |