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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 | $78,216 | $52,507+49.0% | $129,406-39.6% | $74,478+5.0% |
| Participation rate | 40.7% | 53.9%-13.2pp | 69.6%-29.0pp | 67.2%-26.5pp |
| Annual return | 13.17% | 15.64%-2.5pp | 9468.18%-9455.0pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $739 | $1,534-51.8% | $4,155-82.2% | $2,626-71.9% |
| Participant deferral / active EE | $2,785 | $2,801-0.5% | $4,167-33.2% | $4,350-36.0% |
| Admin fee / account holder | $18,514 | $2,639+601.5% | $7,689+140.8% | $1,946+851.5% |