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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 | $110,629 | $31,105+255.7% | $53,647+106.2% | $64,097+72.6% |
| Participation rate | 2.7% | 30.7%-28.0pp | 56.3%-53.6pp | 55.2%-52.5pp |
| Annual return | 16.53% | 22.54%-6.0pp | 358.33%-341.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $134 | $441-69.5% | $962-86.0% | $1,891-92.9% |
| Participant deferral / active EE | $408 | $896-54.5% | $1,813-77.5% | $3,080-86.8% |
| Admin fee / account holder | $1,618 | $2,195-26.3% | $2,460-34.2% | $3,454-53.2% |