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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 | $81,421 | $53,063+53.4% | $124,206-34.4% | $82,637-1.5% |
| Participation rate | 25.3% | 58.4%-33.1pp | 69.6%-44.3pp | 68.1%-42.7pp |
| Annual return | 16.24% | 68.87%-52.6pp | 515.27%-499.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $285 | $1,530-81.4% | $3,540-91.9% | $2,552-88.8% |
| Participant deferral / active EE | $1,435 | $2,644-45.7% | $3,968-63.8% | $4,126-65.2% |
| Admin fee / account holder | $3,663 | $4,281-14.4% | $5,929-38.2% | $7,339-50.1% |