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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 | $125,799 | $61,816+103.5% | $97,260+29.3% | $80,935+55.4% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.7%-18.8pp | 67.7%-13.8pp |
| Annual return | 15.75% | -558.73%+574.5pp | 75.54%-59.8pp | 35.66%-19.9pp |
| Employer contribution / active EE | $712 | $1,836-61.3% | $2,721-73.9% | $2,757-74.2% |
| Participant deferral / active EE | $1,464 | $3,027-51.6% | $4,262-65.7% | $4,299-66.0% |
| Admin fee / account holder | $1,084 | $5,166-79.0% | $5,640-80.8% | $6,924-84.3% |