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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 | $95,714 | $57,352+66.9% | $83,831+14.2% | $64,173+49.1% |
| Participation rate | 32.7% | 68.6%-35.9pp | 76.1%-43.5pp | 69.6%-36.9pp |
| Annual return | -7.82% | 11.38%-19.2pp | 850.99%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,131 | $2,546-55.6% | $3,631-68.8% | $2,381-52.5% |
| Participant deferral / active EE | $2,459 | $2,993-17.8% | $4,082-39.8% | $3,470-29.1% |
| Admin fee / account holder | $3,788 | $4,046-6.4% | $5,479-30.9% | $4,887-22.5% |