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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 | $53,734 | $43,730+22.9% | $66,674-19.4% | $64,097-16.2% |
| Participation rate | 36.4% | 50.7%-14.4pp | 73.7%-37.3pp | 55.2%-18.8pp |
| Annual return | 13.80% | 53.62%-39.8pp | 321.24%-307.4pp | 34.64%-20.8pp |
| Employer contribution / active EE | $514 | $1,673-69.3% | $2,620-80.4% | $1,891-72.8% |
| Participant deferral / active EE | $936 | $2,122-55.9% | $4,084-77.1% | $3,080-69.6% |
| Admin fee / account holder | $5,384 | $2,708+98.9% | $5,098+5.6% | $3,454+55.9% |