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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 | $69,701 | $56,431+23.5% | $130,788-46.7% | $87,485-20.3% |
| Participation rate | 26.4% | 58.9%-32.5pp | 70.1%-43.7pp | 68.9%-42.5pp |
| Annual return | 13.98% | 91.27%-77.3pp | 386.44%-372.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $340 | $1,549-78.1% | $3,558-90.4% | $2,596-86.9% |
| Participant deferral / active EE | $1,112 | $2,749-59.6% | $4,137-73.1% | $4,274-74.0% |
| Admin fee / account holder | $5,160 | $4,433+16.4% | $6,673-22.7% | $7,775-33.6% |