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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 | $86,074 | $61,125+40.8% | $94,057-8.5% | $87,485-1.6% |
| Participation rate | 10.2% | 64.1%-53.9pp | 73.3%-63.1pp | 68.9%-58.7pp |
| Annual return | 13.39% | 35.20%-21.8pp | 480.62%-467.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $373 | $2,136-82.5% | $2,933-87.3% | $2,596-85.6% |
| Participant deferral / active EE | $1,289 | $3,260-60.5% | $4,709-72.6% | $4,274-69.8% |
| Admin fee / account holder | $12,739 | $5,629+126.3% | $7,244+75.8% | $7,775+63.8% |