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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 | $68,495 | $51,642+32.6% | $129,384-47.1% | $80,935-15.4% |
| Participation rate | 38.8% | 56.9%-18.1pp | 69.6%-30.9pp | 67.7%-28.9pp |
| Annual return | 16.17% | 20.78%-4.6pp | 9461.77%-9445.6pp | 35.66%-19.5pp |
| Employer contribution / active EE | $972 | $1,583-38.6% | $4,153-76.6% | $2,757-64.7% |
| Participant deferral / active EE | $1,679 | $2,670-37.1% | $4,166-59.7% | $4,299-61.0% |
| Admin fee / account holder | $8,404 | $4,312+94.9% | $7,686+9.3% | $6,924+21.4% |