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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 | $87,327 | $52,353+66.8% | $120,225-27.4% | $82,448+5.9% |
| Participation rate | 22.1% | 58.3%-36.2pp | 69.6%-47.5pp | 68.1%-46.0pp |
| Annual return | 14.88% | 61.85%-47.0pp | 439.23%-424.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $377 | $1,510-75.1% | $3,475-89.2% | $2,551-85.2% |
| Participant deferral / active EE | $1,197 | $2,627-54.4% | $3,999-70.1% | $4,139-71.1% |
| Admin fee / account holder | $1,414 | $4,363-67.6% | $5,696-75.2% | $7,234-80.5% |