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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 | $78,850 | $47,479+66.1% | $62,929+25.3% | $82,448-4.4% |
| Participation rate | 28.1% | 66.9%-38.7pp | 73.1%-45.0pp | 68.1%-39.9pp |
| Annual return | 15.86% | 20.34%-4.5pp | 1063.93%-1048.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $356 | $1,885-81.1% | $2,505-85.8% | $2,551-86.0% |
| Participant deferral / active EE | $2,001 | $2,870-30.3% | $3,888-48.5% | $4,139-51.7% |
| Admin fee / account holder | $7,418 | $3,804+95.0% | $5,065+46.5% | $7,234+2.5% |