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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 | $76,522 | $51,642+48.2% | $129,384-40.9% | $80,935-5.5% |
| Participation rate | 14.3% | 56.9%-42.6pp | 69.6%-55.3pp | 67.7%-53.4pp |
| Annual return | 13.83% | 20.78%-6.9pp | 9461.77%-9447.9pp | 35.66%-21.8pp |
| Employer contribution / active EE | $442 | $1,583-72.1% | $4,153-89.4% | $2,757-84.0% |
| Participant deferral / active EE | $780 | $2,670-70.8% | $4,166-81.3% | $4,299-81.9% |
| Admin fee / account holder | $1,572 | $4,312-63.5% | $7,686-79.6% | $6,924-77.3% |