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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 | $67,797 | $51,642+31.3% | $129,384-47.6% | $80,935-16.2% |
| Participation rate | 38.1% | 56.9%-18.8pp | 69.6%-31.5pp | 67.7%-29.6pp |
| Annual return | 17.14% | 20.78%-3.6pp | 9461.77%-9444.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $766 | $1,583-51.6% | $4,153-81.6% | $2,757-72.2% |
| Participant deferral / active EE | $1,657 | $2,670-37.9% | $4,166-60.2% | $4,299-61.5% |
| Admin fee / account holder | $15,857 | $4,312+267.8% | $7,686+106.3% | $6,924+129.0% |