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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 | $96,500 | $27,936+245.4% | $58,561+64.8% | $75,173+28.4% |
| Participation rate | 20.4% | 38.8%-18.5pp | 50.9%-30.5pp | 67.2%-46.8pp |
| Annual return | 19.11% | 44.21%-25.1pp | 4251.33%-4232.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $381 | $670-43.0% | $1,053-63.8% | $2,671-85.7% |
| Participant deferral / active EE | $1,499 | $1,202+24.7% | $1,923-22.1% | $4,126-63.7% |
| Admin fee / account holder | $416 | $1,727-75.9% | $2,520-83.5% | $5,651-92.6% |