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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 | $136,951 | $71,215+92.3% | $93,696+46.2% | $80,935+69.2% |
| Participation rate | 47.9% | 60.4%-12.5pp | 68.7%-20.8pp | 67.7%-19.7pp |
| Annual return | 10.19% | 11.27%-1.1pp | 133.74%-123.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $663 | $1,565-57.6% | $2,422-72.6% | $2,757-75.9% |
| Participant deferral / active EE | $2,067 | $4,037-48.8% | $4,417-53.2% | $4,299-51.9% |
| Admin fee / account holder | $22,144 | $6,958+218.3% | $8,287+167.2% | $6,924+219.8% |