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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 | $98,023 | $45,566+115.1% | $64,105+52.9% | $59,633+64.4% |
| Participation rate | 36.7% | 60.2%-23.4pp | 68.2%-31.4pp | 68.7%-31.9pp |
| Annual return | 13.89% | 4.95%+8.9pp | 791.24%-777.4pp | 2041.45%-2027.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,600 | $2,057-22.2% | $2,822-43.3% | $3,192-49.9% |
| Admin fee / account holder | $556 | $3,268-83.0% | $4,499-87.6% | $4,297-87.1% |