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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 | $64,963 | $29,736+118.5% | $56,033+15.9% | $80,935-19.7% |
| Participation rate | 16.9% | 41.7%-24.8pp | 52.5%-35.5pp | 67.7%-50.7pp |
| Annual return | 11.39% | 35.28%-23.9pp | 1711.38%-1700.0pp | 35.66%-24.3pp |
| Employer contribution / active EE | $179 | $671-73.4% | $1,041-82.8% | $2,757-93.5% |
| Participant deferral / active EE | $1,103 | $1,228-10.2% | $1,954-43.5% | $4,299-74.3% |
| Admin fee / account holder | $1,396 | $2,434-42.6% | $2,827-50.6% | $6,924-79.8% |