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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 | $102,438 | $54,679+87.3% | $76,119+34.6% | $74,459+37.6% |
| Participation rate | 26.1% | 60.3%-34.2pp | 69.1%-42.9pp | 67.2%-41.1pp |
| Annual return | 18.11% | 31.90%-13.8pp | 361.25%-343.1pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $401 | $1,781-77.5% | $2,693-85.1% | $2,626-84.7% |
| Participant deferral / active EE | $1,085 | $3,072-64.7% | $4,259-74.5% | $4,350-75.1% |
| Admin fee / account holder | $8,275 | $2,238+269.8% | $6,421+28.9% | $1,945+325.5% |