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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 | $29,667+136.6% | $56,441+24.4% | $80,874-13.2% |
| Participation rate | 5.5% | 41.7%-36.2pp | 52.5%-47.0pp | 67.6%-62.2pp |
| Annual return | 19.74% | 35.22%-15.5pp | 1704.21%-1684.5pp | 35.62%-15.9pp |
| Employer contribution / active EE | $227 | $669-66.0% | $1,039-78.1% | $2,756-91.7% |
| Participant deferral / active EE | $1,171 | $1,227-4.5% | $1,953-40.0% | $4,297-72.8% |
| Admin fee / account holder | $363 | $2,429-85.1% | $2,829-87.2% | $6,935-94.8% |