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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 | $233,745 | $91,537+155.4% | $130,045+79.7% | $75,173+210.9% |
| Participation rate | 43.2% | 71.5%-28.2pp | 78.5%-35.3pp | 67.2%-24.0pp |
| Annual return | 14.27% | -631.55%+645.8pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $970 | $2,845-65.9% | $4,321-77.5% | $2,671-63.7% |
| Participant deferral / active EE | $2,540 | $4,343-41.5% | $5,820-56.4% | $4,126-38.4% |
| Admin fee / account holder | $3,252 | $6,780-52.0% | $10,600-69.3% | $5,651-42.4% |