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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 | $88,549 | $63,346+39.8% | $92,240-4.0% | $70,126+26.3% |
| Participation rate | 25.8% | 68.7%-42.9pp | 76.5%-50.7pp | 69.5%-43.7pp |
| Annual return | 19.23% | 530.19%-511.0pp | 176.29%-157.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,166 | $2,471-52.8% | $3,680-68.3% | $2,343-50.2% |
| Participant deferral / active EE | $1,836 | $2,854-35.7% | $3,897-52.9% | $3,332-44.9% |
| Admin fee / account holder | $638 | $3,841-83.4% | $5,194-87.7% | $4,645-86.3% |