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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 | $98,268 | $30,421+223.0% | $56,077+75.2% | $74,429+32.0% |
| Participation rate | 28.8% | 32.9%-4.0pp | 52.5%-23.7pp | 67.2%-38.4pp |
| Annual return | 12.13% | 24.94%-12.8pp | 1709.28%-1697.1pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $593 | $610-2.8% | $1,040-43.0% | $2,625-77.4% |
| Participant deferral / active EE | $1,999 | $1,175+70.1% | $1,954+2.3% | $4,348-54.0% |
| Admin fee / account holder | $2,427 | $2,363+2.7% | $2,825-14.1% | $1,944+24.8% |