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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 | $129,860 | $29,319+342.9% | $52,425+147.7% | $82,448+57.5% |
| Participation rate | 11.0% | 46.9%-35.9pp | 55.6%-44.6pp | 68.1%-57.1pp |
| Annual return | 17.85% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $335 | $586-42.8% | $914-63.3% | $2,551-86.9% |
| Participant deferral / active EE | $1,045 | $1,171-10.8% | $1,790-41.6% | $4,139-74.7% |
| Admin fee / account holder | $416 | $1,962-78.8% | $2,495-83.3% | $7,234-94.2% |