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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 | $115,633 | $58,828+96.6% | $78,002+48.2% | $62,881+83.9% |
| Participation rate | 58.2% | 71.1%-12.9pp | 75.5%-17.3pp | 69.3%-11.1pp |
| Annual return | 9.15% | 17.16%-8.0pp | 425.99%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $649 | $1,672-61.2% | $2,470-73.7% | $2,281-71.5% |
| Participant deferral / active EE | $2,412 | $2,686-10.2% | $3,497-31.0% | $3,203-24.7% |
| Admin fee / account holder | $2,509 | $4,393-42.9% | $5,481-54.2% | $4,296-41.6% |