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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 | $78,446 | $55,446+41.5% | $155,574-49.6% | $74,429+5.4% |
| Participation rate | 29.7% | 61.9%-32.3pp | 78.2%-48.6pp | 67.2%-37.6pp |
| Annual return | 11.93% | 269.20%-257.3pp | 64.87%-52.9pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $737 | $2,266-67.5% | $4,676-84.2% | $2,625-71.9% |
| Participant deferral / active EE | $1,285 | $2,836-54.7% | $5,629-77.2% | $4,348-70.5% |
| Admin fee / account holder | $815 | $1,743-53.3% | $15,914-94.9% | $1,944-58.1% |