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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 | $78,446 | $55,423+41.5% | $155,602-49.6% | $74,400+5.4% |
| Participation rate | 29.7% | 61.9%-32.2pp | 78.2%-48.5pp | 67.2%-37.6pp |
| Annual return | 11.93% | 269.07%-257.1pp | 64.81%-52.9pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $737 | $2,266-67.5% | $4,675-84.2% | $2,624-71.9% |
| Participant deferral / active EE | $1,285 | $2,835-54.7% | $5,629-77.2% | $4,348-70.4% |
| Admin fee / account holder | $815 | $1,744-53.3% | $15,923-94.9% | $1,944-58.1% |