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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 | $118,313 | $70,418+68.0% | $96,570+22.5% | $85,847+37.8% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 12.37% | 18.59%-6.2pp | 37.79%-25.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $956 | $1,413-32.4% | $2,357-59.5% | $2,565-62.7% |
| Participant deferral / active EE | $2,356 | $2,894-18.6% | $3,849-38.8% | $3,952-40.4% |
| Admin fee / account holder | $26,891 | $4,995+438.4% | $6,182+335.0% | $6,261+329.5% |