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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 | $125,217 | $85,171+47.0% | $172,752-27.5% | $72,975+71.6% |
| Participation rate | 21.1% | 70.1%-49.0pp | 82.6%-61.6pp | 69.5%-48.4pp |
| Annual return | 21.99% | 27.32%-5.3pp | 802.97%-781.0pp | 81.01%-59.0pp |
| Employer contribution / active EE | $836 | $3,324-74.9% | $5,144-83.7% | $2,440-65.7% |
| Participant deferral / active EE | $2,071 | $3,260-36.5% | $5,198-60.1% | $3,608-42.6% |
| Admin fee / account holder | $2,708 | $5,880-53.9% | $13,955-80.6% | $5,124-47.1% |