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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 | $164,174 | $62,592+162.3% | $85,693+91.6% | $85,856+91.2% |
| Participation rate | 48.6% | 61.1%-12.6pp | 69.9%-21.3pp | 69.3%-20.7pp |
| Annual return | 14.57% | 23.77%-9.2pp | 21.49%-6.9pp | 318.58%-304.0pp |
| Employer contribution / active EE | $665 | $1,755-62.1% | $2,618-74.6% | $2,565-74.1% |
| Participant deferral / active EE | $2,618 | $2,802-6.6% | $3,923-33.3% | $3,952-33.8% |
| Admin fee / account holder | $24,225 | $4,643+421.8% | $6,874+252.4% | $6,261+286.9% |