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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 | $85,428 | $54,690+56.2% | $76,030+12.4% | $74,478+14.7% |
| Participation rate | 27.8% | 60.3%-32.6pp | 69.1%-41.3pp | 67.2%-39.4pp |
| Annual return | 13.74% | 31.92%-18.2pp | 361.54%-347.8pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $637 | $1,781-64.3% | $2,688-76.3% | $2,626-75.8% |
| Participant deferral / active EE | $1,112 | $3,070-63.8% | $4,257-73.9% | $4,350-74.4% |
| Admin fee / account holder | $11,506 | $2,240+413.7% | $6,421+79.2% | $1,946+491.3% |