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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 | $29,667+135.6% | $56,441+23.8% | $80,874-13.6% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.6%-49.1pp |
| Annual return | 15.66% | 35.22%-19.6pp | 1704.21%-1688.6pp | 35.62%-20.0pp |
| Employer contribution / active EE | $465 | $669-30.6% | $1,039-55.3% | $2,756-83.1% |
| Participant deferral / active EE | $1,292 | $1,227+5.3% | $1,953-33.8% | $4,297-69.9% |
| Admin fee / account holder | $7,202 | $2,429+196.5% | $2,829+154.6% | $6,935+3.8% |