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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 | $93,602 | $27,924+235.2% | $58,544+59.9% | $75,181+24.5% |
| Participation rate | 47.8% | 38.8%+9.0pp | 50.9%-3.0pp | 67.2%-19.4pp |
| Annual return | 16.90% | 44.20%-27.3pp | 4249.56%-4232.7pp | 160.69%-143.8pp |
| Employer contribution / active EE | $541 | $669-19.2% | $1,053-48.7% | $2,671-79.8% |
| Participant deferral / active EE | $3,166 | $1,202+163.5% | $1,923+64.6% | $4,126-23.3% |
| Admin fee / account holder | $9,848 | $1,726+470.5% | $2,520+290.8% | $5,650+74.3% |