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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 | $69,047 | $28,624+141.2% | $53,647+28.7% | $82,637-16.4% |
| Participation rate | 15.6% | 47.3%-31.6pp | 56.3%-40.7pp | 68.1%-52.4pp |
| Annual return | 17.65% | 664.98%-647.3pp | 358.33%-340.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $344 | $637-45.9% | $962-64.2% | $2,552-86.5% |
| Participant deferral / active EE | $925 | $1,196-22.7% | $1,813-49.0% | $4,126-77.6% |
| Admin fee / account holder | $614 | $2,022-69.6% | $2,460-75.0% | $7,339-91.6% |