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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 | $120,718 | $29,319+311.7% | $52,425+130.3% | $82,448+46.4% |
| Participation rate | 4.7% | 46.9%-42.1pp | 55.6%-50.9pp | 68.1%-63.4pp |
| Annual return | 17.63% | 535.20%-517.6pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $122 | $586-79.2% | $914-86.6% | $2,551-95.2% |
| Participant deferral / active EE | $691 | $1,171-41.0% | $1,790-61.4% | $4,139-83.3% |
| Admin fee / account holder | $2,517 | $1,962+28.3% | $2,495+0.9% | $7,234-65.2% |