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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 | $29,670+296.3% | $56,054+109.8% | $80,911+45.3% |
| Participation rate | 28.2% | 41.7%-13.5pp | 52.5%-24.3pp | 67.6%-39.4pp |
| Annual return | 17.94% | 35.24%-17.3pp | 1705.95%-1688.0pp | 35.63%-17.7pp |
| Employer contribution / active EE | $664 | $670-0.9% | $1,039-36.1% | $2,756-75.9% |
| Participant deferral / active EE | $1,656 | $1,227+35.0% | $1,952-15.2% | $4,297-61.5% |
| Admin fee / account holder | $7,944 | $2,431+226.8% | $2,822+181.5% | $6,935+14.6% |