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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 | $82,299 | $58,241+41.3% | $81,780+0.6% | $80,911+1.7% |
| Participation rate | 18.0% | 63.4%-45.4pp | 72.4%-54.3pp | 67.6%-49.6pp |
| Annual return | 25.87% | 41.73%-15.9pp | 776.27%-750.4pp | 35.63%-9.8pp |
| Employer contribution / active EE | $641 | $2,343-72.7% | $2,914-78.0% | $2,756-76.7% |
| Participant deferral / active EE | $909 | $3,283-72.3% | $4,321-79.0% | $4,297-78.8% |
| Admin fee / account holder | $3,861 | $4,973-22.4% | $7,384-47.7% | $6,935-44.3% |