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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 | $177,164 | $27,943+534.0% | $58,507+202.8% | $75,177+135.7% |
| Participation rate | 40.7% | 38.8%+1.9pp | 50.9%-10.1pp | 67.2%-26.5pp |
| Annual return | 16.92% | 44.22%-27.3pp | 4252.32%-4235.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $430 | $670-35.8% | $1,053-59.2% | $2,671-83.9% |
| Participant deferral / active EE | $3,696 | $1,202+207.5% | $1,922+92.3% | $4,126-10.4% |
| Admin fee / account holder | $3,975 | $1,727+130.1% | $2,486+59.9% | $5,651-29.7% |