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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 | $83,415 | $107,030-22.1% | $73,550+13.4% | $147,586-43.5% |
| Participation rate | 22.7% | 66.4%-43.6pp | 54.9%-32.2pp | 82.8%-60.1pp |
| Annual return | 16.78% | 38.25%-21.5pp | -15.16%+31.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $135 | $1,760-92.3% | $1,219-88.9% | $4,876-97.2% |
| Participant deferral / active EE | $1,195 | $2,458-51.4% | $1,804-33.8% | $5,439-78.0% |
| Admin fee / account holder | $3,655 | $3,055+19.6% | $2,320+57.6% | $10,886-66.4% |