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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 | $80,920 | $29,051+178.5% | $52,425+54.4% | $67,986+19.0% |
| Participation rate | 21.2% | 30.4%-9.3pp | 55.6%-34.5pp | 57.2%-36.0pp |
| Annual return | 17.74% | 24.00%-6.3pp | 302.12%-284.4pp | 31.67%-13.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $533 | $873-38.9% | $1,790-70.2% | $3,358-84.1% |
| Admin fee / account holder | $6,975 | $2,113+230.1% | $2,495+179.6% | $3,203+117.7% |