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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 | $81,840 | $29,667+175.9% | $56,441+45.0% | $80,874+1.2% |
| Participation rate | 12.9% | 41.7%-28.8pp | 52.5%-39.6pp | 67.6%-54.7pp |
| Annual return | 13.36% | 35.22%-21.9pp | 1704.21%-1690.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $653 | $669-2.5% | $1,039-37.2% | $2,756-76.3% |
| Participant deferral / active EE | $1,943 | $1,227+58.4% | $1,953-0.5% | $4,297-54.8% |
| Admin fee / account holder | $963 | $2,429-60.4% | $2,829-66.0% | $6,935-86.1% |