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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 | $107,218 | $78,707+36.2% | $117,861-9.0% | $70,126+52.9% |
| Participation rate | 59.2% | 73.2%-14.0pp | 79.7%-20.5pp | 69.5%-10.4pp |
| Annual return | 18.84% | 23.30%-4.5pp | 335.11%-316.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $555 | $2,223-75.0% | $3,786-85.3% | $2,343-76.3% |
| Participant deferral / active EE | $2,575 | $3,297-21.9% | $4,482-42.5% | $3,332-22.7% |
| Admin fee / account holder | $21,768 | $5,066+329.7% | $8,021+171.4% | $4,645+368.6% |