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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 | $78,101 | $48,432+61.3% | $121,204-35.6% | $71,511+9.2% |
| Participation rate | 40.7% | 54.3%-13.6pp | 69.5%-28.9pp | 67.9%-27.3pp |
| Annual return | 16.42% | 23.28%-6.9pp | 987.18%-970.8pp | 28.86%-12.4pp |
| Employer contribution / active EE | $692 | $1,493-53.6% | $4,170-83.4% | $2,589-73.3% |
| Participant deferral / active EE | $2,461 | $2,756-10.7% | $4,083-39.7% | $4,291-42.6% |
| Admin fee / account holder | $9,680 | $1,845+424.7% | $5,651+71.3% | $1,588+509.4% |