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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 | $73,712 | $27,924+164.0% | $58,544+25.9% | $75,181-2.0% |
| Participation rate | 7.8% | 38.8%-31.0pp | 50.9%-43.0pp | 67.2%-59.4pp |
| Annual return | 22.57% | 44.20%-21.6pp | 4249.56%-4227.0pp | 160.69%-138.1pp |
| Employer contribution / active EE | $100 | $669-85.0% | $1,053-90.5% | $2,671-96.2% |
| Participant deferral / active EE | $1,931 | $1,202+60.7% | $1,923+0.4% | $4,126-53.2% |
| Admin fee / account holder | $784 | $1,726-54.6% | $2,520-68.9% | $5,650-86.1% |