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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 | $129,581 | $91,167+42.1% | $178,498-27.4% | $79,858+62.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 12.49% | 24.19%-11.7pp | 151.09%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $893 | $3,255-72.6% | $5,011-82.2% | $2,471-63.9% |
| Participant deferral / active EE | $2,117 | $3,236-34.6% | $5,202-59.3% | $3,740-43.4% |
| Admin fee / account holder | $2,647 | $6,747-60.8% | $13,985-81.1% | $5,306-50.1% |