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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 | $82,855 | $34,316+141.4% | $74,723+10.9% | $72,976+13.5% |
| Participation rate | 27.9% | 42.4%-14.5pp | 54.5%-26.6pp | 69.5%-41.6pp |
| Annual return | 23.97% | 26.58%-2.6pp | 753.18%-729.2pp | 81.02%-57.0pp |
| Employer contribution / active EE | $664 | $692-4.1% | $1,084-38.8% | $2,440-72.8% |
| Participant deferral / active EE | $1,759 | $1,272+38.3% | $1,962-10.3% | $3,608-51.2% |
| Admin fee / account holder | $903 | $2,125-57.5% | $3,335-72.9% | $5,124-82.4% |