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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 | $108,753 | $56,134+93.7% | $96,192+13.1% | $85,851+26.7% |
| Participation rate | 11.9% | 56.7%-44.8pp | 68.4%-56.5pp | 69.3%-57.4pp |
| Annual return | 19.41% | 42.30%-22.9pp | 192.09%-172.7pp | 318.63%-299.2pp |
| Employer contribution / active EE | $389 | $1,620-76.0% | $2,799-86.1% | $2,565-84.8% |
| Participant deferral / active EE | $1,080 | $2,858-62.2% | $4,351-75.2% | $3,952-72.7% |
| Admin fee / account holder | $938 | $3,769-75.1% | $5,539-83.1% | $6,261-85.0% |