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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 | $69,741 | $52,353+33.2% | $120,225-42.0% | $82,448-15.4% |
| Participation rate | 26.3% | 58.3%-32.0pp | 69.6%-43.3pp | 68.1%-41.8pp |
| Annual return | 16.27% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $370 | $1,510-75.5% | $3,475-89.3% | $2,551-85.5% |
| Participant deferral / active EE | $1,357 | $2,627-48.4% | $3,999-66.1% | $4,139-67.2% |
| Admin fee / account holder | $1,630 | $4,363-62.6% | $5,696-71.4% | $7,234-77.5% |