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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 | $106,530 | $55,457+92.1% | $77,361+37.7% | $94,015+13.3% |
| Participation rate | 18.6% | 69.8%-51.2pp | 75.0%-56.3pp | 70.8%-52.2pp |
| Annual return | 10.75% | 15.57%-4.8pp | 1011.54%-1000.8pp | 17.84%-7.1pp |
| Employer contribution / active EE | $742 | $2,255-67.1% | $2,990-75.2% | $2,790-73.4% |
| Participant deferral / active EE | $2,181 | $3,069-28.9% | $3,911-44.2% | $4,249-48.7% |
| Admin fee / account holder | $706 | $4,334-83.7% | $5,894-88.0% | $8,951-92.1% |