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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 | $112,475 | $23,330+382.1% | $64,489+74.4% | $82,448+36.4% |
| Participation rate | 27.6% | 68.3%-40.7pp | 67.7%-40.1pp | 68.1%-40.5pp |
| Annual return | 15.76% | 83.66%-67.9pp | 55.03%-39.3pp | 41.64%-25.9pp |
| Employer contribution / active EE | $352 | $824-57.3% | $1,523-76.9% | $2,551-86.2% |
| Participant deferral / active EE | $1,314 | $1,707-23.0% | $2,778-52.7% | $4,139-68.3% |
| Admin fee / account holder | $3,566 | $2,946+21.1% | $4,260-16.3% | $7,234-50.7% |