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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 | $128,918 | $29,733+333.6% | $56,025+130.1% | $80,959+59.2% |
| Participation rate | 37.1% | 41.7%-4.6pp | 52.5%-15.4pp | 67.7%-30.5pp |
| Annual return | 12.47% | 35.28%-22.8pp | 1712.69%-1700.2pp | 35.67%-23.2pp |
| Employer contribution / active EE | $297 | $672-55.8% | $1,042-71.5% | $2,757-89.2% |
| Participant deferral / active EE | $2,434 | $1,229+98.0% | $1,955+24.5% | $4,300-43.4% |
| Admin fee / account holder | $4,000 | $2,434+64.4% | $2,828+41.4% | $6,925-42.2% |