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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 | $124,559 | $27,936+345.9% | $58,561+112.7% | $75,173+65.7% |
| Participation rate | 14.1% | 38.8%-24.7pp | 50.9%-36.8pp | 67.2%-53.1pp |
| Annual return | 19.30% | 44.21%-24.9pp | 4251.33%-4232.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $635 | $670-5.2% | $1,053-39.7% | $2,671-76.2% |
| Participant deferral / active EE | $1,002 | $1,202-16.6% | $1,923-47.9% | $4,126-75.7% |
| Admin fee / account holder | $4,365 | $1,727+152.8% | $2,520+73.2% | $5,651-22.8% |