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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 | $70,954 | $28,624+147.9% | $53,647+32.3% | $82,637-14.1% |
| Participation rate | 15.3% | 47.3%-32.0pp | 56.3%-41.0pp | 68.1%-52.8pp |
| Annual return | 15.34% | 664.98%-649.6pp | 358.33%-343.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $222 | $637-65.2% | $962-77.0% | $2,552-91.3% |
| Participant deferral / active EE | $511 | $1,196-57.3% | $1,813-71.8% | $4,126-87.6% |
| Admin fee / account holder | $2,811 | $2,022+39.0% | $2,460+14.3% | $7,339-61.7% |