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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 | $93,316 | $29,733+213.8% | $56,025+66.6% | $80,959+15.3% |
| Participation rate | 12.6% | 41.7%-29.1pp | 52.5%-39.9pp | 67.7%-55.0pp |
| Annual return | 15.34% | 35.28%-19.9pp | 1712.69%-1697.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $535 | $672-20.4% | $1,042-48.7% | $2,757-80.6% |
| Participant deferral / active EE | $1,405 | $1,229+14.3% | $1,955-28.1% | $4,300-67.3% |
| Admin fee / account holder | $11,204 | $2,434+360.4% | $2,828+296.2% | $6,925+61.8% |