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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 | $112,205 | $30,421+268.8% | $56,077+100.1% | $74,429+50.8% |
| Participation rate | 5.2% | 32.9%-27.7pp | 52.5%-47.3pp | 67.2%-62.0pp |
| Annual return | 11.48% | 24.94%-13.5pp | 1709.28%-1697.8pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $475 | $610-22.1% | $1,040-54.3% | $2,625-81.9% |
| Participant deferral / active EE | $1,110 | $1,175-5.6% | $1,954-43.2% | $4,348-74.5% |
| Admin fee / account holder | $7,707 | $2,363+226.1% | $2,825+172.8% | $1,944+296.4% |