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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 | $79,637 | $27,936+185.1% | $58,561+36.0% | $75,173+5.9% |
| Participation rate | 7.8% | 38.8%-31.0pp | 50.9%-43.1pp | 67.2%-59.4pp |
| Annual return | 17.83% | 44.21%-26.4pp | 4251.33%-4233.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $137 | $670-79.6% | $1,053-87.0% | $2,671-94.9% |
| Participant deferral / active EE | $1,044 | $1,202-13.1% | $1,923-45.7% | $4,126-74.7% |
| Admin fee / account holder | $330 | $1,727-80.9% | $2,520-86.9% | $5,651-94.2% |