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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 | $111,125 | $61,755+79.9% | $97,161+14.4% | $80,911+37.3% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.7%-47.7pp | 67.6%-42.6pp |
| Annual return | 19.61% | -557.90%+577.5pp | 75.36%-55.8pp | 35.63%-16.0pp |
| Employer contribution / active EE | $524 | $1,835-71.4% | $2,723-80.7% | $2,756-81.0% |
| Participant deferral / active EE | $3,240 | $3,026+7.0% | $4,265-24.0% | $4,297-24.6% |
| Admin fee / account holder | $1,552 | $5,166-69.9% | $5,647-72.5% | $6,935-77.6% |