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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 | $202,672 | $55,902+262.5% | $76,030+166.6% | $80,959+150.3% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 13.61% | 20.59%-7.0pp | 361.54%-347.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $573 | $1,867-69.3% | $2,688-78.7% | $2,757-79.2% |
| Participant deferral / active EE | $2,962 | $3,051-2.9% | $4,257-30.4% | $4,300-31.1% |
| Admin fee / account holder | $27,600 | $5,239+426.8% | $6,421+329.9% | $6,925+298.5% |