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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 | $64,060 | $49,891+28.4% | $80,607-20.5% | $75,181-14.8% |
| Participation rate | 35.8% | 55.3%-19.5pp | 67.0%-31.2pp | 67.2%-31.3pp |
| Annual return | 20.32% | 34.67%-14.3pp | 936.11%-915.8pp | 160.69%-140.4pp |
| Employer contribution / active EE | $748 | $1,698-55.9% | $2,724-72.5% | $2,671-72.0% |
| Participant deferral / active EE | $2,084 | $2,991-30.3% | $4,448-53.1% | $4,126-49.5% |
| Admin fee / account holder | $674 | $3,578-81.2% | $5,379-87.5% | $5,650-88.1% |