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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 | $71,107 | $29,051+144.8% | $52,425+35.6% | $67,986+4.6% |
| Participation rate | 14.4% | 30.4%-16.1pp | 55.6%-41.2pp | 57.2%-42.8pp |
| Annual return | 14.88% | 24.00%-9.1pp | 302.12%-287.2pp | 31.67%-16.8pp |
| Employer contribution / active EE | $336 | $412-18.4% | $914-63.3% | $2,019-83.4% |
| Participant deferral / active EE | $558 | $873-36.1% | $1,790-68.8% | $3,358-83.4% |
| Admin fee / account holder | $3,762 | $2,113+78.1% | $2,495+50.8% | $3,203+17.4% |