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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 | $73,530 | $43,730+68.1% | $66,674+10.3% | $64,097+14.7% |
| Participation rate | 7.6% | 50.7%-43.1pp | 73.7%-66.0pp | 55.2%-47.6pp |
| Annual return | 17.95% | 53.62%-35.7pp | 321.24%-303.3pp | 34.64%-16.7pp |
| Employer contribution / active EE | $211 | $1,673-87.4% | $2,620-92.0% | $1,891-88.9% |
| Participant deferral / active EE | $527 | $2,122-75.1% | $4,084-87.1% | $3,080-82.9% |
| Admin fee / account holder | $658 | $2,708-75.7% | $5,098-87.1% | $3,454-81.0% |