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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 | $67,627 | $29,319+130.7% | $52,425+29.0% | $82,448-18.0% |
| Participation rate | 8.8% | 46.9%-38.1pp | 55.6%-46.9pp | 68.1%-59.3pp |
| Annual return | 18.60% | 535.20%-516.6pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $259 | $586-55.9% | $914-71.7% | $2,551-89.9% |
| Participant deferral / active EE | $1,098 | $1,171-6.3% | $1,790-38.7% | $4,139-73.5% |
| Admin fee / account holder | $1,050 | $1,962-46.5% | $2,495-57.9% | $7,234-85.5% |