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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 | $68,223 | $40,566+68.2% | $96,754-29.5% | $64,728+5.4% |
| Participation rate | 21.6% | 24.8%-3.2pp | 70.3%-48.7pp | 57.9%-36.3pp |
| Annual return | 19.15% | 93.20%-74.0pp | 82.04%-62.9pp | 49.38%-30.2pp |
| Employer contribution / active EE | $192 | $808-76.2% | $2,679-92.8% | $2,243-91.4% |
| Participant deferral / active EE | $648 | $933-30.5% | $4,758-86.4% | $2,729-76.3% |
| Admin fee / account holder | $343 | $2,770-87.6% | $8,905-96.1% | $1,145-70.0% |