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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 | $116,439 | $83,369+39.7% | $105,223+10.7% | $67,986+71.3% |
| Participation rate | 18.1% | 56.3%-38.2pp | 75.0%-56.9pp | 57.2%-39.1pp |
| Annual return | 14.96% | 24.64%-9.7pp | 180.65%-165.7pp | 31.67%-16.7pp |
| Employer contribution / active EE | $796 | $2,541-68.7% | $3,689-78.4% | $2,019-60.6% |
| Participant deferral / active EE | $2,351 | $3,295-28.6% | $5,072-53.6% | $3,358-30.0% |
| Admin fee / account holder | $10,915 | $4,073+168.0% | $8,859+23.2% | $3,203+240.8% |