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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 | $86,344 | $49,896+73.0% | $80,627+7.1% | $75,173+14.9% |
| Participation rate | 20.0% | 55.3%-35.3pp | 67.0%-47.0pp | 67.2%-47.2pp |
| Annual return | 18.40% | 34.67%-16.3pp | 936.76%-918.4pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,098 | $1,699-35.4% | $2,723-59.7% | $2,671-58.9% |
| Participant deferral / active EE | $1,590 | $2,992-46.8% | $4,443-64.2% | $4,126-61.5% |
| Admin fee / account holder | $1,109 | $3,578-69.0% | $5,381-79.4% | $5,651-80.4% |