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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 | $91,712 | $49,976+83.5% | $66,674+37.6% | $82,637+11.0% |
| Participation rate | 17.6% | 63.1%-45.4pp | 73.7%-56.0pp | 68.1%-50.4pp |
| Annual return | 15.28% | 39.09%-23.8pp | 321.24%-306.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $806 | $1,988-59.5% | $2,620-69.2% | $2,552-68.4% |
| Participant deferral / active EE | $2,062 | $2,847-27.6% | $4,084-49.5% | $4,126-50.0% |
| Admin fee / account holder | $859 | $4,594-81.3% | $5,098-83.2% | $7,339-88.3% |