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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 | $84,305 | $29,319+187.5% | $52,425+60.8% | $82,448+2.3% |
| Participation rate | 12.9% | 46.9%-34.0pp | 55.6%-42.7pp | 68.1%-55.2pp |
| Annual return | 22.73% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $322 | $586-45.2% | $914-64.8% | $2,551-87.4% |
| Participant deferral / active EE | $1,622 | $1,171+38.5% | $1,790-9.4% | $4,139-60.8% |
| Admin fee / account holder | $1,039 | $1,962-47.1% | $2,495-58.4% | $7,234-85.6% |