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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 | $133,983 | $27,924+379.8% | $58,544+128.9% | $75,181+78.2% |
| Participation rate | 9.3% | 38.8%-29.5pp | 50.9%-41.6pp | 67.2%-57.9pp |
| Annual return | 22.35% | 44.20%-21.9pp | 4249.56%-4227.2pp | 160.69%-138.3pp |
| Employer contribution / active EE | $299 | $669-55.4% | $1,053-71.6% | $2,671-88.8% |
| Participant deferral / active EE | $791 | $1,202-34.2% | $1,923-58.9% | $4,126-80.8% |
| Admin fee / account holder | $560 | $1,726-67.6% | $2,520-77.8% | $5,650-90.1% |