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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 | $93,858 | $64,324+45.9% | $118,914-21.1% | $79,856+17.5% |
| Participation rate | 33.3% | 64.9%-31.5pp | 75.4%-42.1pp | 69.6%-36.3pp |
| Annual return | 30.12% | 86.45%-56.3pp | 35.89%-5.8pp | 31.71%-1.6pp |
| Employer contribution / active EE | $564 | $1,836-69.3% | $3,264-82.7% | $2,471-77.2% |
| Participant deferral / active EE | $3,207 | $2,824+13.6% | $4,266-24.8% | $3,741-14.3% |
| Admin fee / account holder | $14,710 | $4,040+264.1% | $6,582+123.5% | $5,306+177.2% |