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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 | $86,675 | $29,051+198.4% | $52,425+65.3% | $67,986+27.5% |
| Participation rate | 4.6% | 30.4%-25.8pp | 55.6%-51.0pp | 57.2%-52.6pp |
| Annual return | 17.76% | 24.00%-6.2pp | 302.12%-284.4pp | 31.67%-13.9pp |
| Employer contribution / active EE | $85 | $412-79.3% | $914-90.7% | $2,019-95.8% |
| Participant deferral / active EE | $738 | $873-15.5% | $1,790-58.8% | $3,358-78.0% |
| Admin fee / account holder | $1,888 | $2,113-10.6% | $2,495-24.3% | $3,203-41.1% |