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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 | $105,606 | $60,442+74.7% | $96,754+9.1% | $87,485+20.7% |
| Participation rate | 16.9% | 58.7%-41.8pp | 70.3%-53.3pp | 68.9%-52.0pp |
| Annual return | 17.11% | 21.97%-4.9pp | 82.04%-64.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $554 | $1,691-67.2% | $2,679-79.3% | $2,596-78.7% |
| Participant deferral / active EE | $1,416 | $3,280-56.8% | $4,758-70.2% | $4,274-66.9% |
| Admin fee / account holder | $1,654 | $5,069-67.4% | $8,905-81.4% | $7,775-78.7% |