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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 | $110,549 | $34,316+222.1% | $74,723+47.9% | $72,976+51.5% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 24.03% | 26.58%-2.6pp | 753.18%-729.2pp | 81.02%-57.0pp |
| Employer contribution / active EE | $409 | $692-41.0% | $1,084-62.3% | $2,440-83.3% |
| Participant deferral / active EE | $3,439 | $1,272+170.4% | $1,962+75.3% | $3,608-4.7% |
| Admin fee / account holder | $1,634 | $2,125-23.1% | $3,335-51.0% | $5,124-68.1% |