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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 | $104,817 | $38,967+169.0% | $86,233+21.6% | $79,634+31.6% |
| Participation rate | 1.6% | 34.1%-32.4pp | 69.0%-67.4pp | 62.5%-60.9pp |
| Annual return | 18.39% | 49.90%-31.5pp | 61.39%-43.0pp | 36.46%-18.1pp |
| Employer contribution / active EE | $127 | $868-85.4% | $2,504-94.9% | $2,529-95.0% |
| Participant deferral / active EE | $201 | $1,663-87.9% | $4,559-95.6% | $3,835-94.7% |
| Admin fee / account holder | $21,270 | $2,660+699.6% | $8,342+155.0% | $1,002+2023.0% |