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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 | $89,398 | $50,554+76.8% | $67,681+32.1% | $87,485+2.2% |
| Participation rate | 36.0% | 67.7%-31.7pp | 73.7%-37.7pp | 68.9%-32.9pp |
| Annual return | 12.18% | 17.81%-5.6pp | 590.58%-578.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $630 | $1,988-68.3% | $2,678-76.5% | $2,596-75.8% |
| Participant deferral / active EE | $1,894 | $2,961-36.0% | $3,976-52.4% | $4,274-55.7% |
| Admin fee / account holder | $1,017 | $4,132-75.4% | $6,100-83.3% | $7,775-86.9% |