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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 | $81,159 | $57,305+41.6% | $86,640-6.3% | $75,173+8.0% |
| Participation rate | 27.9% | 63.2%-35.3pp | 71.7%-43.8pp | 67.2%-39.3pp |
| Annual return | 17.73% | 2674.24%-2656.5pp | 592.52%-574.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $780 | $2,316-66.3% | $3,024-74.2% | $2,671-70.8% |
| Participant deferral / active EE | $1,341 | $3,320-59.6% | $4,438-69.8% | $4,126-67.5% |
| Admin fee / account holder | $694 | $4,116-83.1% | $5,616-87.6% | $5,651-87.7% |