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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 | $29,716+135.2% | $56,077+24.6% | $80,925-13.6% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.7%-49.1pp |
| Annual return | 15.66% | 35.30%-19.6pp | 1709.28%-1693.6pp | 35.65%-20.0pp |
| Employer contribution / active EE | $465 | $671-30.8% | $1,040-55.3% | $2,756-83.1% |
| Participant deferral / active EE | $1,292 | $1,228+5.2% | $1,954-33.9% | $4,299-69.9% |
| Admin fee / account holder | $7,202 | $2,432+196.1% | $2,825+155.0% | $6,940+3.8% |