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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 | $116,720 | $63,703+83.2% | $93,063+25.4% | $82,448+41.6% |
| Participation rate | 38.8% | 63.8%-25.0pp | 72.1%-33.3pp | 68.1%-29.2pp |
| Annual return | 16.12% | -775.43%+791.6pp | 34.15%-18.0pp | 41.64%-25.5pp |
| Employer contribution / active EE | $364 | $1,729-79.0% | $2,476-85.3% | $2,551-85.7% |
| Participant deferral / active EE | $1,500 | $2,919-48.6% | $3,958-62.1% | $4,139-63.8% |
| Admin fee / account holder | $3,427 | $5,982-42.7% | $6,033-43.2% | $7,234-52.6% |