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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 | $81,015 | $44,984+80.1% | $85,009-4.7% | $74,546+8.7% |
| Participation rate | 14.0% | 49.4%-35.4pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 188.73% | 26.25%+162.5pp | 66.47%+122.3pp | 1366.03%-1177.3pp |
| Employer contribution / active EE | $471 | $1,458-67.7% | $2,728-82.7% | $2,624-82.1% |
| Participant deferral / active EE | $1,222 | $2,733-55.3% | $4,522-73.0% | $4,347-71.9% |
| Admin fee / account holder | $1,433 | $2,208-35.1% | $6,153-76.7% | $1,944-26.3% |