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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 | $98,729 | $34,316+187.7% | $74,719+32.1% | $72,983+35.3% |
| Participation rate | 12.0% | 42.4%-30.4pp | 54.5%-42.5pp | 69.5%-57.5pp |
| Annual return | 21.32% | 26.58%-5.3pp | 753.05%-731.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $223 | $692-67.8% | $1,084-79.5% | $2,440-90.9% |
| Participant deferral / active EE | $1,105 | $1,272-13.1% | $1,963-43.7% | $3,608-69.4% |
| Admin fee / account holder | $2,407 | $2,125+13.3% | $3,334-27.8% | $5,124-53.0% |