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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 | $51,184+132.8% | $66,439+79.3% | $86,983+37.0% |
| Participation rate | 19.2% | 68.5%-49.3pp | 74.5%-55.3pp | 69.5%-50.3pp |
| Annual return | 18.91% | 17.07%+1.8pp | 757.66%-738.8pp | 25.83%-6.9pp |
| Employer contribution / active EE | $497 | $2,023-75.4% | $2,637-81.1% | $2,584-80.8% |
| Participant deferral / active EE | $2,889 | $2,927-1.3% | $3,876-25.5% | $4,194-31.1% |
| Admin fee / account holder | $638 | $4,154-84.6% | $6,173-89.7% | $7,856-91.9% |