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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 | $60,208 | $55,470+8.5% | $155,556-61.3% | $74,478-19.2% |
| Participation rate | 17.8% | 61.9%-44.1pp | 78.2%-60.4pp | 67.2%-49.4pp |
| Annual return | 12.23% | 269.80%-257.6pp | 64.84%-52.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $502 | $2,267-77.8% | $4,675-89.3% | $2,626-80.9% |
| Participant deferral / active EE | $1,123 | $2,838-60.4% | $5,631-80.1% | $4,350-74.2% |
| Admin fee / account holder | $609 | $1,744-65.1% | $15,885-96.2% | $1,946-68.7% |