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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 | $112,684 | $58,241+93.5% | $81,780+37.8% | $80,911+39.3% |
| Participation rate | 22.2% | 63.4%-41.2pp | 72.4%-50.1pp | 67.6%-45.4pp |
| Annual return | 22.63% | 41.73%-19.1pp | 776.27%-753.6pp | 35.63%-13.0pp |
| Employer contribution / active EE | $458 | $2,343-80.4% | $2,914-84.3% | $2,756-83.4% |
| Participant deferral / active EE | $1,410 | $3,283-57.0% | $4,321-67.4% | $4,297-67.2% |
| Admin fee / account holder | $801 | $4,973-83.9% | $7,384-89.2% | $6,935-88.4% |