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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 | $134,893 | $45,119+199.0% | $85,126+58.5% | $74,429+81.2% |
| Participation rate | 15.4% | 49.4%-34.0pp | 67.5%-52.1pp | 67.2%-51.8pp |
| Annual return | 17.87% | 26.28%-8.4pp | 66.63%-48.8pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $790 | $1,460-45.9% | $2,731-71.1% | $2,625-69.9% |
| Participant deferral / active EE | $1,457 | $2,738-46.8% | $4,523-67.8% | $4,348-66.5% |
| Admin fee / account holder | $793 | $2,214-64.2% | $6,160-87.1% | $1,944-59.2% |