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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 | $83,964 | $43,730+92.0% | $66,674+25.9% | $64,097+31.0% |
| Participation rate | 38.2% | 50.7%-12.5pp | 73.7%-35.4pp | 55.2%-17.0pp |
| Annual return | 18.27% | 53.62%-35.4pp | 321.24%-303.0pp | 34.64%-16.4pp |
| Employer contribution / active EE | $565 | $1,673-66.3% | $2,620-78.5% | $1,891-70.2% |
| Participant deferral / active EE | $2,216 | $2,122+4.4% | $4,084-45.8% | $3,080-28.1% |
| Admin fee / account holder | $530 | $2,708-80.4% | $5,098-89.6% | $3,454-84.7% |