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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 | $83,646 | $29,736+181.3% | $56,033+49.3% | $80,935+3.3% |
| Participation rate | 58.3% | 41.7%+16.6pp | 52.5%+5.8pp | 67.7%-9.3pp |
| Annual return | 16.07% | 35.28%-19.2pp | 1711.38%-1695.3pp | 35.66%-19.6pp |
| Employer contribution / active EE | $288 | $671-57.1% | $1,041-72.3% | $2,757-89.5% |
| Participant deferral / active EE | $833 | $1,228-32.2% | $1,954-57.4% | $4,299-80.6% |
| Admin fee / account holder | $1,078 | $2,434-55.7% | $2,827-61.9% | $6,924-84.4% |