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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 | $94,111 | $45,022+109.0% | $85,126+10.6% | $77,714+21.1% |
| Participation rate | 11.9% | 48.7%-36.8pp | 67.5%-55.6pp | 70.6%-58.7pp |
| Annual return | 15.96% | 79.38%-63.4pp | 66.63%-50.7pp | 31.26%-15.3pp |
| Employer contribution / active EE | $430 | $1,610-73.3% | $2,731-84.2% | $2,727-84.2% |
| Participant deferral / active EE | $946 | $2,811-66.4% | $4,523-79.1% | $4,649-79.7% |
| Admin fee / account holder | $5,870 | $913+542.9% | $6,160-4.7% | $433+1254.8% |