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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 | $70,023 | $47,479+47.5% | $62,929+11.3% | $82,448-15.1% |
| Participation rate | 35.8% | 66.9%-31.0pp | 73.1%-37.3pp | 68.1%-32.2pp |
| Annual return | 14.33% | 20.34%-6.0pp | 1063.93%-1049.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $668 | $1,885-64.6% | $2,505-73.3% | $2,551-73.8% |
| Participant deferral / active EE | $1,415 | $2,870-50.7% | $3,888-63.6% | $4,139-65.8% |
| Admin fee / account holder | $9,290 | $3,804+144.2% | $5,065+83.4% | $7,234+28.4% |