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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 | $76,666 | $39,798+92.6% | $67,704+13.2% | $59,633+28.6% |
| Participation rate | 29.9% | 57.4%-27.5pp | 67.5%-37.6pp | 68.7%-38.8pp |
| Annual return | 6.36% | 89.94%-83.6pp | 25.41%-19.1pp | 2041.45%-2035.1pp |
| Employer contribution / active EE | $308 | $1,393-77.9% | $2,559-88.0% | $2,203-86.0% |
| Participant deferral / active EE | $1,856 | $2,335-20.5% | $3,585-48.2% | $3,192-41.9% |
| Admin fee / account holder | $1,144 | $3,212-64.4% | $4,255-73.1% | $4,297-73.4% |