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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 | $29,670+190.4% | $56,054+53.7% | $80,911+6.5% |
| Participation rate | 8.5% | 41.7%-33.2pp | 52.5%-44.0pp | 67.6%-59.2pp |
| Annual return | 10.63% | 35.24%-24.6pp | 1705.95%-1695.3pp | 35.63%-25.0pp |
| Employer contribution / active EE | $132 | $670-80.3% | $1,039-87.3% | $2,756-95.2% |
| Participant deferral / active EE | $945 | $1,227-23.0% | $1,952-51.6% | $4,297-78.0% |
| Admin fee / account holder | $496 | $2,431-79.6% | $2,822-82.4% | $6,935-92.8% |