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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 | $129,044 | $58,828+119.4% | $78,002+65.4% | $62,881+105.2% |
| Participation rate | 48.1% | 71.1%-22.9pp | 75.5%-27.4pp | 69.3%-21.2pp |
| Annual return | 5.10% | 17.16%-12.1pp | 425.99%-420.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $543 | $1,672-67.5% | $2,470-78.0% | $2,281-76.2% |
| Participant deferral / active EE | $2,876 | $2,686+7.1% | $3,497-17.8% | $3,203-10.2% |
| Admin fee / account holder | $31,370 | $4,393+614.0% | $5,481+472.4% | $4,296+630.3% |