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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 | $141,559 | $58,275+142.9% | $81,844+73.0% | $80,935+74.9% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.4%-48.4pp | 67.7%-43.7pp |
| Annual return | 19.03% | 41.82%-22.8pp | 778.87%-759.8pp | 35.66%-16.6pp |
| Employer contribution / active EE | $653 | $2,346-72.1% | $2,916-77.6% | $2,757-76.3% |
| Participant deferral / active EE | $1,502 | $3,285-54.3% | $4,323-65.3% | $4,299-65.1% |
| Admin fee / account holder | $328 | $4,749-93.1% | $7,355-95.5% | $6,924-95.3% |