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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 | $81,123 | $28,624+183.4% | $53,647+51.2% | $82,637-1.8% |
| Participation rate | 34.8% | 47.3%-12.4pp | 56.3%-21.4pp | 68.1%-33.2pp |
| Annual return | 22.45% | 664.98%-642.5pp | 358.33%-335.9pp | 53.51%-31.1pp |
| Employer contribution / active EE | $477 | $637-25.0% | $962-50.4% | $2,552-81.3% |
| Participant deferral / active EE | $1,510 | $1,196+26.2% | $1,813-16.7% | $4,126-63.4% |
| Admin fee / account holder | $10,784 | $2,022+433.4% | $2,460+338.4% | $7,339+46.9% |