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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 | $187,105 | $97,648+91.6% | $121,663+53.8% | $87,485+113.9% |
| Participation rate | 21.9% | 70.5%-48.6pp | 74.5%-52.6pp | 68.9%-47.1pp |
| Annual return | 12.58% | 18.03%-5.4pp | 147.54%-135.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $876 | $2,300-61.9% | $3,020-71.0% | $2,596-66.2% |
| Participant deferral / active EE | $2,297 | $3,923-41.5% | $4,887-53.0% | $4,274-46.3% |
| Admin fee / account holder | $69,299 | $11,100+524.3% | $14,289+385.0% | $7,775+791.3% |