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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 | $119,430 | $28,624+317.2% | $53,647+122.6% | $82,637+44.5% |
| Participation rate | 6.1% | 47.3%-41.1pp | 56.3%-50.2pp | 68.1%-61.9pp |
| Annual return | 17.59% | 664.98%-647.4pp | 358.33%-340.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $229 | $637-64.0% | $962-76.2% | $2,552-91.0% |
| Participant deferral / active EE | $1,386 | $1,196+15.9% | $1,813-23.6% | $4,126-66.4% |
| Admin fee / account holder | $1,625 | $2,022-19.6% | $2,460-33.9% | $7,339-77.9% |