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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 | $29,733+337.2% | $56,025+132.0% | $80,959+60.6% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.7%-49.1pp |
| Annual return | 15.97% | 35.28%-19.3pp | 1712.69%-1696.7pp | 35.67%-19.7pp |
| Employer contribution / active EE | $368 | $672-45.2% | $1,042-64.7% | $2,757-86.7% |
| Participant deferral / active EE | $1,601 | $1,229+30.2% | $1,955-18.1% | $4,300-62.8% |
| Admin fee / account holder | $1,796 | $2,434-26.2% | $2,828-36.5% | $6,925-74.1% |