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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 | $128,515 | $60,442+112.6% | $96,754+32.8% | $87,485+46.9% |
| Participation rate | 16.1% | 58.7%-42.6pp | 70.3%-54.1pp | 68.9%-52.8pp |
| Annual return | 15.18% | 21.97%-6.8pp | 82.04%-66.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $234 | $1,691-86.2% | $2,679-91.3% | $2,596-91.0% |
| Participant deferral / active EE | $1,678 | $3,280-48.8% | $4,758-64.7% | $4,274-60.7% |
| Admin fee / account holder | $2,202 | $5,069-56.6% | $8,905-75.3% | $7,775-71.7% |