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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 | $55,470+41.4% | $155,556-49.6% | $74,478+5.3% |
| Participation rate | 29.7% | 61.9%-32.2pp | 78.2%-48.6pp | 67.2%-37.6pp |
| Annual return | 11.93% | 269.80%-257.9pp | 64.84%-52.9pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $737 | $2,267-67.5% | $4,675-84.2% | $2,626-71.9% |
| Participant deferral / active EE | $1,285 | $2,838-54.7% | $5,631-77.2% | $4,350-70.5% |
| Admin fee / account holder | $815 | $1,744-53.3% | $15,885-94.9% | $1,946-58.1% |