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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 | $119,152 | $50,554+135.7% | $67,681+76.0% | $87,485+36.2% |
| Participation rate | 19.2% | 67.7%-48.5pp | 73.7%-54.5pp | 68.9%-49.7pp |
| Annual return | 18.91% | 17.81%+1.1pp | 590.58%-571.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $497 | $1,988-75.0% | $2,678-81.4% | $2,596-80.9% |
| Participant deferral / active EE | $2,889 | $2,961-2.4% | $3,976-27.3% | $4,274-32.4% |
| Admin fee / account holder | $638 | $4,132-84.6% | $6,100-89.5% | $7,775-91.8% |