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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 | $91,582 | $45,900+99.5% | $94,057-2.6% | $64,340+42.3% |
| Participation rate | 33.8% | 50.6%-16.7pp | 73.3%-39.5pp | 55.2%-21.4pp |
| Annual return | 13.87% | 50.47%-36.6pp | 480.62%-466.8pp | 24.14%-10.3pp |
| Employer contribution / active EE | $624 | $1,612-61.3% | $2,933-78.7% | $1,862-66.5% |
| Participant deferral / active EE | $2,125 | $2,102+1.1% | $4,709-54.9% | $2,980-28.7% |
| Admin fee / account holder | $23,054 | $3,143+633.4% | $7,244+218.2% | $3,703+522.7% |