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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 | $56,431+54.8% | $130,788-33.2% | $87,485-0.2% |
| Participation rate | 22.1% | 58.9%-36.9pp | 70.1%-48.0pp | 68.9%-46.9pp |
| Annual return | 14.88% | 91.27%-76.4pp | 386.44%-371.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $377 | $1,549-75.7% | $3,558-89.4% | $2,596-85.5% |
| Participant deferral / active EE | $1,197 | $2,749-56.5% | $4,137-71.1% | $4,274-72.0% |
| Admin fee / account holder | $1,414 | $4,433-68.1% | $6,673-78.8% | $7,775-81.8% |