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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 | $131,663 | $85,171+54.6% | $172,752-23.8% | $72,975+80.4% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 21.76% | 27.32%-5.6pp | 802.97%-781.2pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,077 | $3,324-67.6% | $5,144-79.1% | $2,440-55.9% |
| Participant deferral / active EE | $3,910 | $3,260+20.0% | $5,198-24.8% | $3,608+8.4% |
| Admin fee / account holder | $898 | $5,880-84.7% | $13,955-93.6% | $5,124-82.5% |