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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 | $184,522 | $78,423+135.3% | $95,964+92.3% | $79,856+131.1% |
| Participation rate | 25.0% | 73.5%-48.5pp | 77.1%-52.1pp | 69.6%-44.6pp |
| Annual return | 16.16% | 19.37%-3.2pp | 91.64%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $626 | $1,945-67.8% | $2,541-75.4% | $2,471-74.7% |
| Participant deferral / active EE | $1,972 | $3,440-42.7% | $4,167-52.7% | $3,741-47.3% |
| Admin fee / account holder | $1,819 | $5,622-67.7% | $6,797-73.2% | $5,306-65.7% |