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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 | $107,566 | $27,943+284.9% | $58,507+83.9% | $75,177+43.1% |
| Participation rate | 15.1% | 38.8%-23.7pp | 50.9%-35.8pp | 67.2%-52.1pp |
| Annual return | 15.64% | 44.22%-28.6pp | 4252.32%-4236.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $211 | $670-68.5% | $1,053-80.0% | $2,671-92.1% |
| Participant deferral / active EE | $683 | $1,202-43.2% | $1,922-64.5% | $4,126-83.5% |
| Admin fee / account holder | $14,289 | $1,727+727.3% | $2,486+474.8% | $5,651+152.8% |