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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 | $83,646 | $29,670+181.9% | $56,054+49.2% | $80,911+3.4% |
| Participation rate | 58.3% | 41.7%+16.7pp | 52.5%+5.9pp | 67.6%-9.3pp |
| Annual return | 16.07% | 35.24%-19.2pp | 1705.95%-1689.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $288 | $670-57.0% | $1,039-72.3% | $2,756-89.5% |
| Participant deferral / active EE | $833 | $1,227-32.1% | $1,952-57.3% | $4,297-80.6% |
| Admin fee / account holder | $1,078 | $2,431-55.7% | $2,822-61.8% | $6,935-84.5% |