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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 | $90,961 | $64,324+41.4% | $118,946-23.5% | $79,852+13.9% |
| Participation rate | 58.6% | 64.9%-6.3pp | 75.4%-16.8pp | 69.6%-11.1pp |
| Annual return | 10.49% | 86.45%-76.0pp | 35.89%-25.4pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,026 | $1,836-44.1% | $3,263-68.6% | $2,471-58.5% |
| Participant deferral / active EE | $1,502 | $2,824-46.8% | $4,266-64.8% | $3,740-59.9% |
| Admin fee / account holder | $11,983 | $4,040+196.6% | $6,581+82.1% | $5,306+125.8% |