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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 | $79,993 | $29,319+172.8% | $52,425+52.6% | $82,448-3.0% |
| Participation rate | 13.5% | 46.9%-33.3pp | 55.6%-42.1pp | 68.1%-54.6pp |
| Annual return | 17.34% | 535.20%-517.9pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $152 | $586-74.1% | $914-83.4% | $2,551-94.1% |
| Participant deferral / active EE | $1,517 | $1,171+29.5% | $1,790-15.3% | $4,139-63.4% |
| Admin fee / account holder | $1,383 | $1,962-29.5% | $2,495-44.6% | $7,234-80.9% |