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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 | $93,557 | $27,924+235.0% | $58,544+59.8% | $75,181+24.4% |
| Participation rate | 10.3% | 38.8%-28.5pp | 50.9%-40.5pp | 67.2%-56.9pp |
| Annual return | 16.68% | 44.20%-27.5pp | 4249.56%-4232.9pp | 160.69%-144.0pp |
| Employer contribution / active EE | $509 | $669-23.9% | $1,053-51.6% | $2,671-80.9% |
| Participant deferral / active EE | $1,042 | $1,202-13.3% | $1,923-45.8% | $4,126-74.7% |
| Admin fee / account holder | $13,643 | $1,726+690.4% | $2,520+441.5% | $5,650+141.5% |