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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 | $29,716+136.2% | $56,077+25.2% | $80,925-13.3% |
| Participation rate | 5.5% | 41.7%-36.2pp | 52.5%-47.0pp | 67.7%-62.2pp |
| Annual return | 19.74% | 35.30%-15.6pp | 1709.28%-1689.5pp | 35.65%-15.9pp |
| Employer contribution / active EE | $227 | $671-66.1% | $1,040-78.1% | $2,756-91.7% |
| Participant deferral / active EE | $1,171 | $1,228-4.7% | $1,954-40.1% | $4,299-72.8% |
| Admin fee / account holder | $363 | $2,432-85.1% | $2,825-87.1% | $6,940-94.8% |