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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 | $29,319+189.3% | $52,425+61.8% | $82,448+2.9% |
| Participation rate | 7.8% | 46.9%-39.0pp | 55.6%-47.8pp | 68.1%-60.3pp |
| Annual return | 17.40% | 535.20%-517.8pp | 302.12%-284.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $145 | $586-75.3% | $914-84.2% | $2,551-94.3% |
| Participant deferral / active EE | $944 | $1,171-19.4% | $1,790-47.3% | $4,139-77.2% |
| Admin fee / account holder | $713 | $1,962-63.7% | $2,495-71.4% | $7,234-90.1% |