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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 | $128,771 | $49,897+158.1% | $80,648+59.7% | $75,177+71.3% |
| Participation rate | 17.0% | 55.3%-38.4pp | 67.0%-50.0pp | 67.2%-50.2pp |
| Annual return | 16.82% | 34.68%-17.9pp | 937.21%-920.4pp | 160.75%-143.9pp |
| Employer contribution / active EE | $451 | $1,699-73.5% | $2,724-83.4% | $2,671-83.1% |
| Participant deferral / active EE | $1,507 | $2,992-49.6% | $4,443-66.1% | $4,126-63.5% |
| Admin fee / account holder | $12,180 | $3,579+240.4% | $5,382+126.3% | $5,651+115.5% |