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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 | $136,256 | $49,976+172.6% | $66,674+104.4% | $82,637+64.9% |
| Participation rate | 25.9% | 63.1%-37.2pp | 73.7%-47.7pp | 68.1%-42.1pp |
| Annual return | 23.85% | 39.09%-15.2pp | 321.24%-297.4pp | 53.51%-29.7pp |
| Employer contribution / active EE | $932 | $1,988-53.1% | $2,620-64.4% | $2,552-63.5% |
| Participant deferral / active EE | $2,467 | $2,847-13.3% | $4,084-39.6% | $4,126-40.2% |
| Admin fee / account holder | $673 | $4,594-85.3% | $5,098-86.8% | $7,339-90.8% |