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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 | $64,629 | $56,431+14.5% | $130,788-50.6% | $87,485-26.1% |
| Participation rate | 29.4% | 58.9%-29.5pp | 70.1%-40.7pp | 68.9%-39.5pp |
| Annual return | 15.89% | 91.27%-75.4pp | 386.44%-370.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $924 | $1,549-40.3% | $3,558-74.0% | $2,596-64.4% |
| Participant deferral / active EE | $1,850 | $2,749-32.7% | $4,137-55.3% | $4,274-56.7% |
| Admin fee / account holder | $4,300 | $4,433-3.0% | $6,673-35.6% | $7,775-44.7% |