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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 | $65,979 | $58,121+13.5% | $130,788-49.6% | $64,728+1.9% |
| Participation rate | 14.7% | 34.7%-20.1pp | 70.1%-55.4pp | 57.9%-43.2pp |
| Annual return | 16.82% | 102.13%-85.3pp | 386.44%-369.6pp | 49.38%-32.6pp |
| Employer contribution / active EE | $196 | $1,281-84.7% | $3,558-94.5% | $2,243-91.3% |
| Participant deferral / active EE | $453 | $2,137-78.8% | $4,137-89.1% | $2,729-83.4% |
| Admin fee / account holder | $2,477 | $1,703+45.4% | $6,673-62.9% | $1,145+116.3% |