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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 | $71,805 | $29,319+144.9% | $52,425+37.0% | $82,448-12.9% |
| Participation rate | 9.2% | 46.9%-37.7pp | 55.6%-46.4pp | 68.1%-58.9pp |
| Annual return | 22.69% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-19.0pp |
| Employer contribution / active EE | $172 | $586-70.6% | $914-81.2% | $2,551-93.3% |
| Participant deferral / active EE | $841 | $1,171-28.2% | $1,790-53.0% | $4,139-79.7% |
| Admin fee / account holder | $1,968 | $1,962+0.3% | $2,495-21.1% | $7,234-72.8% |