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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 | $67,092 | $65,434+2.5% | $98,483-31.9% | $85,847-21.8% |
| Participation rate | 48.3% | 65.0%-16.7pp | 73.3%-25.1pp | 69.3%-21.0pp |
| Annual return | 18.30% | 21.75%-3.5pp | 1494.38%-1476.1pp | 318.61%-300.3pp |
| Employer contribution / active EE | $426 | $2,169-80.4% | $2,961-85.6% | $2,565-83.4% |
| Participant deferral / active EE | $1,221 | $3,168-61.5% | $4,276-71.4% | $3,952-69.1% |
| Admin fee / account holder | $539 | $4,595-88.3% | $5,953-90.9% | $6,261-91.4% |