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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 | $91,591 | $29,733+208.0% | $56,025+63.5% | $80,959+13.1% |
| Participation rate | 63.7% | 41.7%+22.0pp | 52.5%+11.2pp | 67.7%-3.9pp |
| Annual return | 13.46% | 35.28%-21.8pp | 1712.69%-1699.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $454 | $672-32.4% | $1,042-56.4% | $2,757-83.5% |
| Participant deferral / active EE | $4,621 | $1,229+275.9% | $1,955+136.4% | $4,300+7.5% |
| Admin fee / account holder | $5,820 | $2,434+139.2% | $2,828+105.8% | $6,925-16.0% |