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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 | $192,301 | $48,011+300.5% | $63,803+201.4% | $82,637+132.7% |
| Participation rate | 15.8% | 66.6%-50.8pp | 72.7%-56.9pp | 68.1%-52.3pp |
| Annual return | 12.68% | 19.84%-7.2pp | 543.72%-531.0pp | 53.51%-40.8pp |
| Employer contribution / active EE | $426 | $1,904-77.6% | $2,532-83.2% | $2,552-83.3% |
| Participant deferral / active EE | $2,460 | $2,846-13.6% | $3,843-36.0% | $4,126-40.4% |
| Admin fee / account holder | $382 | $3,873-90.1% | $5,196-92.6% | $7,339-94.8% |