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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 | $85,175 | $29,736+186.4% | $56,033+52.0% | $80,935+5.2% |
| Participation rate | 25.4% | 41.7%-16.3pp | 52.5%-27.1pp | 67.7%-42.2pp |
| Annual return | 13.76% | 35.28%-21.5pp | 1711.38%-1697.6pp | 35.66%-21.9pp |
| Employer contribution / active EE | $298 | $671-55.6% | $1,041-71.4% | $2,757-89.2% |
| Participant deferral / active EE | $1,292 | $1,228+5.2% | $1,954-33.9% | $4,299-70.0% |
| Admin fee / account holder | $644 | $2,434-73.5% | $2,827-77.2% | $6,924-90.7% |