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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 | $61,815+79.8% | $97,295+14.2% | $80,959+37.3% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.7%-47.7pp | 67.7%-42.7pp |
| Annual return | 19.61% | -558.73%+578.3pp | 75.62%-56.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $524 | $1,836-71.5% | $2,723-80.7% | $2,757-81.0% |
| Participant deferral / active EE | $3,240 | $3,027+7.0% | $4,264-24.0% | $4,300-24.7% |
| Admin fee / account holder | $1,552 | $5,166-69.9% | $5,646-72.5% | $6,925-77.6% |