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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 | $53,063+5.7% | $124,206-54.9% | $82,637-32.2% |
| Participation rate | 21.1% | 58.4%-37.4pp | 69.6%-48.5pp | 68.1%-47.0pp |
| Annual return | 15.64% | 68.87%-53.2pp | 515.27%-499.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $508 | $1,530-66.8% | $3,540-85.7% | $2,552-80.1% |
| Participant deferral / active EE | $872 | $2,644-67.0% | $3,968-78.0% | $4,126-78.9% |
| Admin fee / account holder | $579 | $4,281-86.5% | $5,929-90.2% | $7,339-92.1% |