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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 | $84,817 | $28,624+196.3% | $53,647+58.1% | $82,637+2.6% |
| Participation rate | 7.8% | 47.3%-39.5pp | 56.3%-48.5pp | 68.1%-60.2pp |
| Annual return | 17.40% | 664.98%-647.6pp | 358.33%-340.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $145 | $637-77.3% | $962-85.0% | $2,552-94.3% |
| Participant deferral / active EE | $944 | $1,196-21.1% | $1,813-48.0% | $4,126-77.1% |
| Admin fee / account holder | $713 | $2,022-64.7% | $2,460-71.0% | $7,339-90.3% |