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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 | $129,997 | $29,716+337.5% | $56,077+131.8% | $80,925+60.6% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.7%-49.1pp |
| Annual return | 15.97% | 35.30%-19.3pp | 1709.28%-1693.3pp | 35.65%-19.7pp |
| Employer contribution / active EE | $368 | $671-45.2% | $1,040-64.6% | $2,756-86.7% |
| Participant deferral / active EE | $1,601 | $1,228+30.3% | $1,954-18.1% | $4,299-62.8% |
| Admin fee / account holder | $1,796 | $2,432-26.2% | $2,825-36.4% | $6,940-74.1% |