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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 | $117,490 | $29,319+300.7% | $52,425+124.1% | $82,448+42.5% |
| Participation rate | 12.1% | 46.9%-34.8pp | 55.6%-43.6pp | 68.1%-56.0pp |
| Annual return | 17.40% | 535.20%-517.8pp | 302.12%-284.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $97 | $586-83.4% | $914-89.4% | $2,551-96.2% |
| Participant deferral / active EE | $1,749 | $1,171+49.3% | $1,790-2.3% | $4,139-57.7% |
| Admin fee / account holder | $909 | $1,962-53.7% | $2,495-63.6% | $7,234-87.4% |