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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 | $30,437+268.6% | $56,033+100.2% | $74,459+50.7% |
| Participation rate | 5.2% | 32.9%-27.7pp | 52.5%-47.3pp | 67.2%-62.1pp |
| Annual return | 11.48% | 24.96%-13.5pp | 1711.38%-1699.9pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $475 | $610-22.1% | $1,041-54.4% | $2,626-81.9% |
| Participant deferral / active EE | $1,110 | $1,176-5.6% | $1,954-43.2% | $4,350-74.5% |
| Admin fee / account holder | $7,707 | $2,363+226.1% | $2,827+172.6% | $1,945+296.3% |