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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 | $83,264 | $57,305+45.3% | $86,640-3.9% | $75,173+10.8% |
| Participation rate | 42.3% | 63.2%-20.9pp | 71.7%-29.4pp | 67.2%-24.9pp |
| Annual return | 15.58% | 2674.24%-2658.7pp | 592.52%-576.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $645 | $2,316-72.2% | $3,024-78.7% | $2,671-75.9% |
| Participant deferral / active EE | $4,223 | $3,320+27.2% | $4,438-4.8% | $4,126+2.3% |
| Admin fee / account holder | $458 | $4,116-88.9% | $5,616-91.8% | $5,651-91.9% |