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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 | $89,522 | $76,368+17.2% | $67,681+32.3% | $154,746-42.1% |
| Participation rate | 21.1% | 79.0%-57.9pp | 73.7%-52.7pp | 80.7%-59.6pp |
| Annual return | 17.69% | 1066.77%-1049.1pp | 590.58%-572.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $594 | $3,151-81.1% | $2,678-77.8% | $4,379-86.4% |
| Participant deferral / active EE | $1,992 | $4,824-58.7% | $3,976-49.9% | $6,730-70.4% |
| Admin fee / account holder | $21,649 | $8,559+152.9% | $6,100+254.9% | $14,365+50.7% |