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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 | $82,880 | $58,311+42.1% | $81,882+1.2% | $80,959+2.4% |
| Participation rate | 23.2% | 63.5%-40.3pp | 72.4%-49.2pp | 67.7%-44.5pp |
| Annual return | 11.34% | 41.85%-30.5pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $783 | $2,347-66.6% | $2,916-73.2% | $2,757-71.6% |
| Participant deferral / active EE | $1,400 | $3,287-57.4% | $4,323-67.6% | $4,300-67.4% |
| Admin fee / account holder | $751 | $4,752-84.2% | $7,360-89.8% | $6,925-89.1% |