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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 | $97,558 | $58,258+67.5% | $81,820+19.2% | $80,925+20.6% |
| Participation rate | 26.9% | 63.5%-36.5pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 11.79% | 41.76%-30.0pp | 777.93%-766.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $376 | $2,345-84.0% | $2,915-87.1% | $2,756-86.3% |
| Participant deferral / active EE | $1,073 | $3,284-67.3% | $4,323-75.2% | $4,299-75.0% |
| Admin fee / account holder | $433 | $4,976-91.3% | $7,391-94.1% | $6,940-93.8% |