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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 | $84,741 | $29,319+189.0% | $52,425+61.6% | $82,448+2.8% |
| Participation rate | 2.6% | 46.9%-44.3pp | 55.6%-53.1pp | 68.1%-65.5pp |
| Annual return | 17.20% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $761 | $1,171-35.0% | $1,790-57.5% | $4,139-81.6% |
| Admin fee / account holder | $318 | $1,962-83.8% | $2,495-87.3% | $7,234-95.6% |