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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 | $52,353+33.1% | $120,225-42.0% | $82,448-15.5% |
| Participation rate | 26.4% | 58.3%-31.9pp | 69.6%-43.2pp | 68.1%-41.7pp |
| Annual return | 13.98% | 61.85%-47.9pp | 439.23%-425.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $340 | $1,510-77.5% | $3,475-90.2% | $2,551-86.7% |
| Participant deferral / active EE | $1,112 | $2,627-57.7% | $3,999-72.2% | $4,139-73.1% |
| Admin fee / account holder | $5,160 | $4,363+18.3% | $5,696-9.4% | $7,234-28.7% |