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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 | $96,500 | $57,352+68.3% | $83,830+15.1% | $64,173+50.4% |
| Participation rate | 28.1% | 68.6%-40.5pp | 76.1%-48.0pp | 69.6%-41.4pp |
| Annual return | -3.50% | 11.38%-14.9pp | 850.97%-854.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $942 | $2,546-63.0% | $3,631-74.1% | $2,381-60.4% |
| Participant deferral / active EE | $1,950 | $2,993-34.8% | $4,082-52.2% | $3,470-43.8% |
| Admin fee / account holder | $494 | $4,046-87.8% | $5,479-91.0% | $4,887-89.9% |