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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 | $83,572 | $29,736+181.0% | $56,033+49.1% | $80,935+3.3% |
| Participation rate | 33.3% | 41.7%-8.4pp | 52.5%-19.2pp | 67.7%-34.3pp |
| Annual return | 10.70% | 35.28%-24.6pp | 1711.38%-1700.7pp | 35.66%-25.0pp |
| Employer contribution / active EE | $336 | $671-49.9% | $1,041-67.7% | $2,757-87.8% |
| Participant deferral / active EE | $469 | $1,228-61.8% | $1,954-76.0% | $4,299-89.1% |
| Admin fee / account holder | $3,922 | $2,434+61.1% | $2,827+38.7% | $6,924-43.4% |