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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 | $75,369 | $27,924+169.9% | $58,544+28.7% | $75,181+0.3% |
| Participation rate | 31.6% | 38.8%-7.3pp | 50.9%-19.3pp | 67.2%-35.6pp |
| Annual return | 21.53% | 44.20%-22.7pp | 4249.56%-4228.0pp | 160.69%-139.2pp |
| Employer contribution / active EE | $728 | $669+8.8% | $1,053-30.9% | $2,671-72.8% |
| Participant deferral / active EE | $1,900 | $1,202+58.1% | $1,923-1.2% | $4,126-53.9% |
| Admin fee / account holder | $2,150 | $1,726+24.6% | $2,520-14.7% | $5,650-61.9% |