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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 | $119,152 | $47,479+151.0% | $62,929+89.3% | $82,448+44.5% |
| Participation rate | 19.2% | 66.9%-47.6pp | 73.1%-53.9pp | 68.1%-48.8pp |
| Annual return | 18.91% | 20.34%-1.4pp | 1063.93%-1045.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $497 | $1,885-73.6% | $2,505-80.2% | $2,551-80.5% |
| Participant deferral / active EE | $2,889 | $2,870+0.7% | $3,888-25.7% | $4,139-30.2% |
| Admin fee / account holder | $638 | $3,804-83.2% | $5,065-87.4% | $7,234-91.2% |