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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 | $83,901 | $57,305+46.4% | $86,640-3.2% | $75,173+11.6% |
| Participation rate | 29.6% | 63.2%-33.6pp | 71.7%-42.1pp | 67.2%-37.6pp |
| Annual return | 15.67% | 2674.24%-2658.6pp | 592.52%-576.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $394 | $2,316-83.0% | $3,024-87.0% | $2,671-85.3% |
| Participant deferral / active EE | $1,000 | $3,320-69.9% | $4,438-77.5% | $4,126-75.8% |
| Admin fee / account holder | $1,404 | $4,116-65.9% | $5,616-75.0% | $5,651-75.2% |