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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 | $73,574 | $29,319+150.9% | $52,425+40.3% | $82,448-10.8% |
| Participation rate | 7.9% | 46.9%-39.0pp | 55.6%-47.7pp | 68.1%-60.2pp |
| Annual return | 24.52% | 535.20%-510.7pp | 302.12%-277.6pp | 41.64%-17.1pp |
| Employer contribution / active EE | $398 | $586-32.1% | $914-56.4% | $2,551-84.4% |
| Participant deferral / active EE | $758 | $1,171-35.3% | $1,790-57.7% | $4,139-81.7% |
| Admin fee / account holder | $479 | $1,962-75.6% | $2,495-80.8% | $7,234-93.4% |