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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 | $69,886 | $29,733+135.0% | $56,025+24.7% | $80,959-13.7% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.7%-49.1pp |
| Annual return | 15.66% | 35.28%-19.6pp | 1712.69%-1697.0pp | 35.67%-20.0pp |
| Employer contribution / active EE | $465 | $672-30.8% | $1,042-55.4% | $2,757-83.1% |
| Participant deferral / active EE | $1,292 | $1,229+5.1% | $1,955-33.9% | $4,300-70.0% |
| Admin fee / account holder | $7,202 | $2,434+196.0% | $2,828+154.6% | $6,925+4.0% |