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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 | $29,670+338.1% | $56,054+131.9% | $80,911+60.7% |
| Participation rate | 18.5% | 41.7%-23.1pp | 52.5%-34.0pp | 67.6%-49.1pp |
| Annual return | 15.97% | 35.24%-19.3pp | 1705.95%-1690.0pp | 35.63%-19.7pp |
| Employer contribution / active EE | $368 | $670-45.1% | $1,039-64.6% | $2,756-86.6% |
| Participant deferral / active EE | $1,601 | $1,227+30.5% | $1,952-18.0% | $4,297-62.8% |
| Admin fee / account holder | $1,796 | $2,431-26.1% | $2,822-36.4% | $6,935-74.1% |