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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 | $97,678 | $51,642+89.1% | $129,384-24.5% | $80,935+20.7% |
| Participation rate | 28.1% | 56.9%-28.8pp | 69.6%-41.5pp | 67.7%-39.5pp |
| Annual return | 14.92% | 20.78%-5.9pp | 9461.77%-9446.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,221 | $1,583-22.9% | $4,153-70.6% | $2,757-55.7% |
| Participant deferral / active EE | $2,881 | $2,670+7.9% | $4,166-30.8% | $4,299-33.0% |
| Admin fee / account holder | $11,219 | $4,312+160.2% | $7,686+46.0% | $6,924+62.0% |