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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 | $56,431+94.7% | $130,788-16.0% | $87,485+25.6% |
| Participation rate | 12.2% | 58.9%-46.7pp | 70.1%-57.9pp | 68.9%-56.7pp |
| Annual return | 17.74% | 91.27%-73.5pp | 386.44%-368.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $500 | $1,549-67.7% | $3,558-85.9% | $2,596-80.7% |
| Participant deferral / active EE | $1,094 | $2,749-60.2% | $4,137-73.5% | $4,274-74.4% |
| Admin fee / account holder | $3,217 | $4,433-27.4% | $6,673-51.8% | $7,775-58.6% |