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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 | $83,722 | $50,082+67.2% | $93,406-10.4% | $79,858+4.8% |
| Participation rate | 43.4% | 60.9%-17.5pp | 66.8%-23.4pp | 69.6%-26.2pp |
| Annual return | 12.52% | 24.59%-12.1pp | 78.05%-65.5pp | 31.72%-19.2pp |
| Employer contribution / active EE | $225 | $1,303-82.7% | $2,075-89.1% | $2,471-90.9% |
| Participant deferral / active EE | $1,274 | $2,212-42.4% | $3,126-59.2% | $3,740-65.9% |
| Admin fee / account holder | $645 | $3,454-81.3% | $5,230-87.7% | $5,306-87.9% |