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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 | $128,188 | $49,976+156.5% | $66,674+92.3% | $82,637+55.1% |
| Participation rate | 15.2% | 63.1%-47.9pp | 73.7%-58.5pp | 68.1%-52.8pp |
| Annual return | 18.62% | 39.09%-20.5pp | 321.24%-302.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $467 | $1,988-76.5% | $2,620-82.2% | $2,552-81.7% |
| Participant deferral / active EE | $1,238 | $2,847-56.5% | $4,084-69.7% | $4,126-70.0% |
| Admin fee / account holder | $1,115 | $4,594-75.7% | $5,098-78.1% | $7,339-84.8% |