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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 | $124,431 | $29,736+318.5% | $56,033+122.1% | $80,935+53.7% |
| Participation rate | 25.9% | 41.7%-15.8pp | 52.5%-26.6pp | 67.7%-41.7pp |
| Annual return | 11.77% | 35.28%-23.5pp | 1711.38%-1699.6pp | 35.66%-23.9pp |
| Employer contribution / active EE | $523 | $671-22.1% | $1,041-49.8% | $2,757-81.0% |
| Participant deferral / active EE | $2,194 | $1,228+78.6% | $1,954+12.3% | $4,299-49.0% |
| Admin fee / account holder | $1,372 | $2,434-43.6% | $2,827-51.5% | $6,924-80.2% |