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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 | $43,730+17.3% | $66,674-23.1% | $64,097-20.0% |
| Participation rate | 19.9% | 50.7%-30.8pp | 73.7%-53.8pp | 55.2%-35.3pp |
| Annual return | 14.16% | 53.62%-39.5pp | 321.24%-307.1pp | 34.64%-20.5pp |
| Employer contribution / active EE | $376 | $1,673-77.5% | $2,620-85.7% | $1,891-80.1% |
| Participant deferral / active EE | $576 | $2,122-72.8% | $4,084-85.9% | $3,080-81.3% |
| Admin fee / account holder | $4,028 | $2,708+48.8% | $5,098-21.0% | $3,454+16.6% |