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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 | $85,623 | $48,327+77.2% | $67,575+26.7% | $80,935+5.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.7%-47.7pp |
| Annual return | 12.84% | 18.31%-5.5pp | 3528.98%-3516.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $487 | $2,022-75.9% | $2,736-82.2% | $2,757-82.3% |
| Participant deferral / active EE | $1,851 | $2,927-36.8% | $4,003-53.8% | $4,299-56.9% |
| Admin fee / account holder | $533 | $3,692-85.6% | $3,993-86.6% | $6,924-92.3% |