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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 | $29,716+295.7% | $56,077+109.7% | $80,925+45.3% |
| Participation rate | 28.2% | 41.7%-13.5pp | 52.5%-24.3pp | 67.7%-39.5pp |
| Annual return | 17.94% | 35.30%-17.4pp | 1709.28%-1691.3pp | 35.65%-17.7pp |
| Employer contribution / active EE | $664 | $671-1.1% | $1,040-36.2% | $2,756-75.9% |
| Participant deferral / active EE | $1,656 | $1,228+34.8% | $1,954-15.3% | $4,299-61.5% |
| Admin fee / account holder | $7,944 | $2,432+226.6% | $2,825+181.2% | $6,940+14.5% |