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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 | $78,392 | $61,787+26.9% | $97,197-19.3% | $80,925-3.1% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.7%-52.7pp | 67.7%-47.7pp |
| Annual return | 14.20% | -558.16%+572.4pp | 75.47%-61.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $475 | $1,836-74.1% | $2,723-82.5% | $2,756-82.8% |
| Participant deferral / active EE | $1,194 | $3,027-60.6% | $4,263-72.0% | $4,299-72.2% |
| Admin fee / account holder | $1,847 | $5,170-64.3% | $5,637-67.2% | $6,940-73.4% |