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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 | $102,916 | $55,470+85.5% | $155,556-33.8% | $74,478+38.2% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 12.37% | 269.80%-257.4pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $600 | $2,267-73.5% | $4,675-87.2% | $2,626-77.2% |
| Participant deferral / active EE | $2,013 | $2,838-29.1% | $5,631-64.2% | $4,350-53.7% |
| Admin fee / account holder | $869 | $1,744-50.2% | $15,885-94.5% | $1,946-55.4% |