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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 | $92,642 | $100,139-7.5% | $85,187+8.8% | $145,884-36.5% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 11.41% | 84.15%-72.7pp | 66.67%-55.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $397 | $3,238-87.8% | $2,732-85.5% | $4,662-91.5% |
| Participant deferral / active EE | $3,578 | $5,296-32.4% | $4,525-20.9% | $6,690-46.5% |
| Admin fee / account holder | $1,552 | $7,262-78.6% | $6,162-74.8% | $13,392-88.4% |