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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 | $84,480 | $29,733+184.1% | $56,025+50.8% | $80,959+4.3% |
| Participation rate | 37.0% | 41.7%-4.8pp | 52.5%-15.6pp | 67.7%-30.7pp |
| Annual return | 14.88% | 35.28%-20.4pp | 1712.69%-1697.8pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,255 | $1,229+164.8% | $1,955+66.6% | $4,300-24.3% |
| Admin fee / account holder | $702 | $2,434-71.2% | $2,828-75.2% | $6,925-89.9% |