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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 | $139,069 | $49,177+182.8% | $79,467+75.0% | $64,173+116.7% |
| Participation rate | 48.3% | 65.0%-16.8pp | 73.3%-25.1pp | 69.6%-21.3pp |
| Annual return | 12.36% | -1.16%+13.5pp | 718.30%-705.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $1,377 | $2,076-33.7% | $2,800-50.8% | $2,381-42.1% |
| Participant deferral / active EE | $2,436 | $2,821-13.7% | $3,704-34.2% | $3,470-29.8% |
| Admin fee / account holder | $1,042 | $3,839-72.9% | $5,104-79.6% | $4,887-78.7% |