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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 | $70,199 | $29,733+136.1% | $56,025+25.3% | $80,959-13.3% |
| Participation rate | 5.5% | 41.7%-36.3pp | 52.5%-47.1pp | 67.7%-62.2pp |
| Annual return | 19.74% | 35.28%-15.5pp | 1712.69%-1692.9pp | 35.67%-15.9pp |
| Employer contribution / active EE | $227 | $672-66.1% | $1,042-78.2% | $2,757-91.8% |
| Participant deferral / active EE | $1,171 | $1,229-4.8% | $1,955-40.1% | $4,300-72.8% |
| Admin fee / account holder | $363 | $2,434-85.1% | $2,828-87.2% | $6,925-94.8% |