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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 | $109,014 | $54,679+99.4% | $76,119+43.2% | $74,459+46.4% |
| Participation rate | 17.0% | 60.3%-43.3pp | 69.1%-52.1pp | 67.2%-50.2pp |
| Annual return | 16.42% | 31.90%-15.5pp | 361.25%-344.8pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $752 | $1,781-57.8% | $2,693-72.1% | $2,626-71.4% |
| Participant deferral / active EE | $1,698 | $3,072-44.7% | $4,259-60.1% | $4,350-61.0% |
| Admin fee / account holder | $2,354 | $2,238+5.2% | $6,421-63.3% | $1,945+21.0% |