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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 | $56,786 | $27,243+108.4% | $52,425+8.3% | $79,634-28.7% |
| Participation rate | 15.9% | 22.4%-6.5pp | 55.6%-39.7pp | 62.5%-46.6pp |
| Annual return | 19.43% | 63.36%-43.9pp | 302.12%-282.7pp | 36.46%-17.0pp |
| Employer contribution / active EE | $355 | $319+11.4% | $914-61.1% | $2,529-85.9% |
| Participant deferral / active EE | $567 | $636-10.7% | $1,790-68.3% | $3,835-85.2% |
| Admin fee / account holder | $6,343 | $2,105+201.4% | $2,495+154.3% | $1,002+533.1% |