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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 | $29,051+280.8% | $52,425+111.0% | $67,986+62.7% |
| Participation rate | 2.7% | 30.4%-27.7pp | 55.6%-52.9pp | 57.2%-54.5pp |
| Annual return | 16.53% | 24.00%-7.5pp | 302.12%-285.6pp | 31.67%-15.1pp |
| Employer contribution / active EE | $134 | $412-67.4% | $914-85.3% | $2,019-93.3% |
| Participant deferral / active EE | $408 | $873-53.3% | $1,790-77.2% | $3,358-87.9% |
| Admin fee / account holder | $1,618 | $2,113-23.4% | $2,495-35.1% | $3,203-49.5% |