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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 | $57,394 | $48,570+18.2% | $130,660-56.1% | $72,976-21.4% |
| Participation rate | 24.7% | 58.6%-33.8pp | 71.7%-47.0pp | 69.5%-44.8pp |
| Annual return | 19.90% | 38.63%-18.7pp | 1709.29%-1689.4pp | 81.02%-61.1pp |
| Employer contribution / active EE | $327 | $1,334-75.5% | $4,092-92.0% | $2,440-86.6% |
| Participant deferral / active EE | $1,090 | $2,384-54.3% | $3,603-69.7% | $3,608-69.8% |
| Admin fee / account holder | $471 | $3,549-86.7% | $5,463-91.4% | $5,124-90.8% |