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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 | $100,017 | $61,815+61.8% | $97,295+2.8% | $80,959+23.5% |
| Participation rate | 30.6% | 63.5%-32.8pp | 72.7%-42.0pp | 67.7%-37.0pp |
| Annual return | 13.69% | -558.73%+572.4pp | 75.62%-61.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $453 | $1,836-75.4% | $2,723-83.4% | $2,757-83.6% |
| Participant deferral / active EE | $1,793 | $3,027-40.8% | $4,264-57.9% | $4,300-58.3% |
| Admin fee / account holder | $9,622 | $5,166+86.3% | $5,646+70.4% | $6,925+38.9% |