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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 | $68,240 | $29,319+132.7% | $52,425+30.2% | $82,448-17.2% |
| Participation rate | 21.7% | 46.9%-25.1pp | 55.6%-33.9pp | 68.1%-46.3pp |
| Annual return | 16.74% | 535.20%-518.5pp | 302.12%-285.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $257 | $586-56.2% | $914-71.9% | $2,551-89.9% |
| Participant deferral / active EE | $969 | $1,171-17.3% | $1,790-45.9% | $4,139-76.6% |
| Admin fee / account holder | $461 | $1,962-76.5% | $2,495-81.5% | $7,234-93.6% |