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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 | $83,406 | $29,319+184.5% | $52,425+59.1% | $82,448+1.2% |
| Participation rate | 6.3% | 46.9%-40.6pp | 55.6%-49.4pp | 68.1%-61.8pp |
| Annual return | 19.11% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $237 | $586-59.6% | $914-74.1% | $2,551-90.7% |
| Participant deferral / active EE | $818 | $1,171-30.2% | $1,790-54.3% | $4,139-80.2% |
| Admin fee / account holder | $2,533 | $1,962+29.1% | $2,495+1.5% | $7,234-65.0% |