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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 | $87,334 | $48,570+79.8% | $130,660-33.2% | $72,976+19.7% |
| Participation rate | 44.9% | 58.6%-13.7pp | 71.7%-26.9pp | 69.5%-24.6pp |
| Annual return | 19.86% | 38.63%-18.8pp | 1709.29%-1689.4pp | 81.02%-61.2pp |
| Employer contribution / active EE | $432 | $1,334-67.6% | $4,092-89.4% | $2,440-82.3% |
| Participant deferral / active EE | $1,737 | $2,384-27.1% | $3,603-51.8% | $3,608-51.8% |
| Admin fee / account holder | $1,731 | $3,549-51.2% | $5,463-68.3% | $5,124-66.2% |