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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 | $177,666 | $78,428+126.5% | $95,960+85.1% | $79,852+122.5% |
| Participation rate | 54.8% | 73.5%-18.7pp | 77.1%-22.2pp | 69.6%-14.8pp |
| Annual return | 10.21% | 19.37%-9.2pp | 91.63%-81.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $547 | $1,945-71.9% | $2,541-78.5% | $2,471-77.9% |
| Participant deferral / active EE | $2,401 | $3,440-30.2% | $4,167-42.4% | $3,740-35.8% |
| Admin fee / account holder | $3,574 | $5,622-36.4% | $6,797-47.4% | $5,306-32.6% |