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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 | $104,528 | $59,448+75.8% | $93,696+11.6% | $74,459+40.4% |
| Participation rate | 34.6% | 59.6%-25.0pp | 68.7%-34.1pp | 67.2%-32.6pp |
| Annual return | 12.97% | 82.11%-69.1pp | 133.74%-120.8pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $731 | $1,266-42.3% | $2,422-69.8% | $2,626-72.2% |
| Participant deferral / active EE | $2,713 | $3,052-11.1% | $4,417-38.6% | $4,350-37.6% |
| Admin fee / account holder | $3,181 | $3,027+5.1% | $8,287-61.6% | $1,945+63.6% |