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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 | $51,296 | $47,105+8.9% | $68,368-25.0% | $67,986-24.5% |
| Participation rate | 19.9% | 51.8%-31.9pp | 73.8%-53.8pp | 57.2%-37.3pp |
| Annual return | 14.16% | 48.37%-34.2pp | 292.57%-278.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $376 | $1,859-79.8% | $2,649-85.8% | $2,019-81.4% |
| Participant deferral / active EE | $576 | $2,374-75.7% | $4,123-86.0% | $3,358-82.8% |
| Admin fee / account holder | $4,028 | $2,435+65.4% | $5,150-21.8% | $3,203+25.8% |