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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 | $56,065 | $52,353+7.1% | $120,225-53.4% | $82,448-32.0% |
| Participation rate | 21.1% | 58.3%-37.3pp | 69.6%-48.5pp | 68.1%-47.0pp |
| Annual return | 15.64% | 61.85%-46.2pp | 439.23%-423.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $508 | $1,510-66.4% | $3,475-85.4% | $2,551-80.1% |
| Participant deferral / active EE | $872 | $2,627-66.8% | $3,999-78.2% | $4,139-78.9% |
| Admin fee / account holder | $579 | $4,363-86.7% | $5,696-89.8% | $7,234-92.0% |