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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 | $75,037 | $30,437+146.5% | $56,033+33.9% | $74,459+0.8% |
| Participation rate | 19.3% | 32.9%-13.6pp | 52.5%-33.2pp | 67.2%-48.0pp |
| Annual return | 15.80% | 24.96%-9.2pp | 1711.38%-1695.6pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $369 | $610-39.4% | $1,041-64.5% | $2,626-85.9% |
| Participant deferral / active EE | $804 | $1,176-31.6% | $1,954-58.9% | $4,350-81.5% |
| Admin fee / account holder | $1,066 | $2,363-54.9% | $2,827-62.3% | $1,945-45.2% |