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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 | $159,304 | $78,690+102.4% | $161,489-1.4% | $87,485+82.1% |
| Participation rate | 42.0% | 67.5%-25.5pp | 78.7%-36.7pp | 68.9%-26.9pp |
| Annual return | 13.42% | 32.74%-19.3pp | 89.72%-76.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $890 | $2,588-65.6% | $4,268-79.2% | $2,596-65.7% |
| Participant deferral / active EE | $4,569 | $3,311+38.0% | $5,630-18.8% | $4,274+6.9% |
| Admin fee / account holder | $1,696 | $6,724-74.8% | $16,006-89.4% | $7,775-78.2% |