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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 | $89,398 | $47,479+88.3% | $62,929+42.1% | $82,448+8.4% |
| Participation rate | 36.0% | 66.9%-30.9pp | 73.1%-37.1pp | 68.1%-32.1pp |
| Annual return | 12.18% | 20.34%-8.2pp | 1063.93%-1051.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $630 | $1,885-66.6% | $2,505-74.9% | $2,551-75.3% |
| Participant deferral / active EE | $1,894 | $2,870-34.0% | $3,888-51.3% | $4,139-54.2% |
| Admin fee / account holder | $1,017 | $3,804-73.3% | $5,065-79.9% | $7,234-85.9% |