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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 | $162,575 | $91,536+77.6% | $130,062+25.0% | $75,177+116.3% |
| Participation rate | 22.5% | 71.5%-49.0pp | 78.5%-56.0pp | 67.2%-44.7pp |
| Annual return | 21.03% | -631.62%+652.6pp | -137.37%+158.4pp | 160.75%-139.7pp |
| Employer contribution / active EE | $802 | $2,845-71.8% | $4,322-81.5% | $2,671-70.0% |
| Participant deferral / active EE | $2,791 | $4,343-35.7% | $5,821-52.0% | $4,126-32.4% |
| Admin fee / account holder | $772 | $6,780-88.6% | $10,601-92.7% | $5,651-86.3% |