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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 | $86,167 | $29,716+190.0% | $56,077+53.7% | $80,925+6.5% |
| Participation rate | 8.5% | 41.7%-33.2pp | 52.5%-44.0pp | 67.7%-59.2pp |
| Annual return | 10.63% | 35.30%-24.7pp | 1709.28%-1698.6pp | 35.65%-25.0pp |
| Employer contribution / active EE | $132 | $671-80.3% | $1,040-87.3% | $2,756-95.2% |
| Participant deferral / active EE | $945 | $1,228-23.1% | $1,954-51.6% | $4,299-78.0% |
| Admin fee / account holder | $496 | $2,432-79.6% | $2,825-82.4% | $6,940-92.8% |