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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 | $77,883 | $29,736+161.9% | $56,033+39.0% | $80,935-3.8% |
| Participation rate | 3.2% | 41.7%-38.5pp | 52.5%-49.3pp | 67.7%-64.5pp |
| Annual return | 11.37% | 35.28%-23.9pp | 1711.38%-1700.0pp | 35.66%-24.3pp |
| Employer contribution / active EE | $157 | $671-76.7% | $1,041-84.9% | $2,757-94.3% |
| Participant deferral / active EE | $519 | $1,228-57.8% | $1,954-73.5% | $4,299-87.9% |
| Admin fee / account holder | $798 | $2,434-67.2% | $2,827-71.8% | $6,924-88.5% |