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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 | $101,944 | $78,690+29.6% | $161,489-36.9% | $87,485+16.5% |
| Participation rate | 18.5% | 67.5%-48.9pp | 78.7%-60.2pp | 68.9%-50.4pp |
| Annual return | 14.17% | 32.74%-18.6pp | 89.72%-75.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $716 | $2,588-72.3% | $4,268-83.2% | $2,596-72.4% |
| Participant deferral / active EE | $2,587 | $3,311-21.9% | $5,630-54.0% | $4,274-39.5% |
| Admin fee / account holder | $1,251 | $6,724-81.4% | $16,006-92.2% | $7,775-83.9% |