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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 | $58,241+67.5% | $81,780+19.3% | $80,911+20.6% |
| Participation rate | 26.9% | 63.4%-36.5pp | 72.4%-45.4pp | 67.6%-40.7pp |
| Annual return | 11.79% | 41.73%-29.9pp | 776.27%-764.5pp | 35.63%-23.8pp |
| Employer contribution / active EE | $376 | $2,343-83.9% | $2,914-87.1% | $2,756-86.3% |
| Participant deferral / active EE | $1,073 | $3,283-67.3% | $4,321-75.2% | $4,297-75.0% |
| Admin fee / account holder | $433 | $4,973-91.3% | $7,384-94.1% | $6,935-93.8% |