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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 | $107,883 | $65,961+63.6% | $180,320-40.2% | $94,015+14.8% |
| Participation rate | 46.2% | 61.3%-15.1pp | 71.5%-25.4pp | 70.8%-24.7pp |
| Annual return | 13.96% | 14.27%-0.3pp | 778.54%-764.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $633 | $1,737-63.6% | $4,108-84.6% | $2,790-77.3% |
| Participant deferral / active EE | $2,848 | $3,003-5.2% | $4,304-33.8% | $4,249-33.0% |
| Admin fee / account holder | $25,814 | $4,901+426.7% | $10,000+158.1% | $8,951+188.4% |