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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 | $123,012 | $58,275+111.1% | $81,844+50.3% | $80,935+52.0% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 30.01% | 41.82%-11.8pp | 778.87%-748.9pp | 35.66%-5.6pp |
| Employer contribution / active EE | $595 | $2,346-74.6% | $2,916-79.6% | $2,757-78.4% |
| Participant deferral / active EE | $1,833 | $3,285-44.2% | $4,323-57.6% | $4,299-57.4% |
| Admin fee / account holder | $17,398 | $4,749+266.4% | $7,355+136.5% | $6,924+151.3% |