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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 | $109,880 | $53,063+107.1% | $124,206-11.5% | $82,637+33.0% |
| Participation rate | 12.2% | 58.4%-46.2pp | 69.6%-57.3pp | 68.1%-55.8pp |
| Annual return | 17.74% | 68.87%-51.1pp | 515.27%-497.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $500 | $1,530-67.3% | $3,540-85.9% | $2,552-80.4% |
| Participant deferral / active EE | $1,094 | $2,644-58.6% | $3,968-72.4% | $4,126-73.5% |
| Admin fee / account holder | $3,217 | $4,281-24.8% | $5,929-45.7% | $7,339-56.2% |