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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 | $28,624+157.0% | $53,647+37.1% | $82,637-11.0% |
| Participation rate | 7.9% | 47.3%-39.4pp | 56.3%-48.4pp | 68.1%-60.2pp |
| Annual return | 24.52% | 664.98%-640.5pp | 358.33%-333.8pp | 53.51%-29.0pp |
| Employer contribution / active EE | $398 | $637-37.4% | $962-58.6% | $2,552-84.4% |
| Participant deferral / active EE | $758 | $1,196-36.6% | $1,813-58.2% | $4,126-81.6% |
| Admin fee / account holder | $479 | $2,022-76.3% | $2,460-80.5% | $7,339-93.5% |