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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 | $93,226 | $51,638+80.5% | $68,368+36.4% | $82,448+13.1% |
| Participation rate | 21.4% | 63.6%-42.2pp | 73.8%-52.3pp | 68.1%-46.6pp |
| Annual return | 18.36% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $708 | $2,047-65.4% | $2,649-73.3% | $2,551-72.3% |
| Participant deferral / active EE | $2,557 | $2,914-12.2% | $4,123-38.0% | $4,139-38.2% |
| Admin fee / account holder | $777 | $4,643-83.3% | $5,150-84.9% | $7,234-89.3% |