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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 | $74,884 | $26,936+178.0% | $53,647+39.6% | $71,012+5.5% |
| Participation rate | 10.5% | 21.9%-11.3pp | 56.3%-45.8pp | 58.6%-48.0pp |
| Annual return | 19.29% | 81.59%-62.3pp | 358.33%-339.0pp | 37.67%-18.4pp |
| Employer contribution / active EE | $318 | $335-5.1% | $962-66.9% | $2,348-86.5% |
| Participant deferral / active EE | $546 | $590-7.4% | $1,813-69.9% | $3,246-83.2% |
| Admin fee / account holder | $1,417 | $2,177-34.9% | $2,460-42.4% | $1,167+21.4% |