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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 | $52,353+109.9% | $120,225-8.6% | $82,448+33.3% |
| Participation rate | 12.2% | 58.3%-46.1pp | 69.6%-57.3pp | 68.1%-55.8pp |
| Annual return | 17.74% | 61.85%-44.1pp | 439.23%-421.5pp | 41.64%-23.9pp |
| Employer contribution / active EE | $500 | $1,510-66.9% | $3,475-85.6% | $2,551-80.4% |
| Participant deferral / active EE | $1,094 | $2,627-58.3% | $3,999-72.6% | $4,139-73.6% |
| Admin fee / account holder | $3,217 | $4,363-26.3% | $5,696-43.5% | $7,234-55.5% |