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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 | $48,011+86.2% | $63,803+40.1% | $82,637+8.2% |
| Participation rate | 36.0% | 66.6%-30.6pp | 72.7%-36.7pp | 68.1%-32.1pp |
| Annual return | 12.18% | 19.84%-7.7pp | 543.72%-531.5pp | 53.51%-41.3pp |
| Employer contribution / active EE | $630 | $1,904-66.9% | $2,532-75.1% | $2,552-75.3% |
| Participant deferral / active EE | $1,894 | $2,846-33.4% | $3,843-50.7% | $4,126-54.1% |
| Admin fee / account holder | $1,017 | $3,873-73.7% | $5,196-80.4% | $7,339-86.1% |