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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 | $95,715 | $90,107+6.2% | $182,262-47.5% | $69,733+37.3% |
| Participation rate | 18.9% | 64.8%-46.0pp | 84.2%-65.3pp | 62.5%-43.6pp |
| Annual return | 17.37% | 95.58%-78.2pp | 140.60%-123.2pp | 15.22%+2.2pp |
| Employer contribution / active EE | $819 | $3,043-73.1% | $5,046-83.8% | $2,250-63.6% |
| Participant deferral / active EE | $1,982 | $5,135-61.4% | $8,276-76.0% | $3,054-35.1% |
| Admin fee / account holder | $9,170 | $3,377+171.5% | $16,712-45.1% | $3,102+195.6% |