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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 | $137,766 | $82,314+67.4% | $68,808+100.2% | $134,532+2.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | 2.62% | -2.18%+4.8pp | -6.37%+9.0pp | 418.27%-415.6pp |
| Employer contribution / active EE | $1,867 | $3,301-43.5% | $2,656-29.7% | $4,741-60.6% |
| Participant deferral / active EE | $2,333 | $4,740-50.8% | $3,942-40.8% | $6,401-63.5% |
| Admin fee / account holder | $466 | $6,484-92.8% | $4,936-90.6% | $11,429-95.9% |