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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 | $123,886 | $70,418+75.9% | $96,570+28.3% | $85,847+44.3% |
| Participation rate | 53.6% | 61.8%-8.2pp | 69.8%-16.3pp | 69.3%-15.7pp |
| Annual return | 11.42% | 18.59%-7.2pp | 37.79%-26.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $324 | $1,413-77.1% | $2,357-86.3% | $2,565-87.4% |
| Participant deferral / active EE | $2,771 | $2,894-4.3% | $3,849-28.0% | $3,952-29.9% |
| Admin fee / account holder | $43,285 | $4,995+766.6% | $6,182+600.1% | $6,261+591.4% |