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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 | $86,832 | $45,119+92.5% | $85,126+2.0% | $74,429+16.7% |
| Participation rate | 39.2% | 49.4%-10.1pp | 67.5%-28.3pp | 67.2%-28.0pp |
| Annual return | 16.33% | 26.28%-9.9pp | 66.63%-50.3pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $604 | $1,460-58.6% | $2,731-77.9% | $2,625-77.0% |
| Participant deferral / active EE | $2,876 | $2,738+5.1% | $4,523-36.4% | $4,348-33.9% |
| Admin fee / account holder | $3,590 | $2,214+62.2% | $6,160-41.7% | $1,944+84.7% |