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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 | $117,592 | $29,733+295.5% | $56,025+109.9% | $80,959+45.2% |
| Participation rate | 28.2% | 41.7%-13.5pp | 52.5%-24.3pp | 67.7%-39.5pp |
| Annual return | 17.94% | 35.28%-17.3pp | 1712.69%-1694.8pp | 35.67%-17.7pp |
| Employer contribution / active EE | $664 | $672-1.2% | $1,042-36.3% | $2,757-75.9% |
| Participant deferral / active EE | $1,656 | $1,229+34.7% | $1,955-15.3% | $4,300-61.5% |
| Admin fee / account holder | $7,944 | $2,434+226.4% | $2,828+180.9% | $6,925+14.7% |