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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 | $70,239 | $40,566+73.1% | $96,754-27.4% | $64,728+8.5% |
| Participation rate | 12.5% | 24.8%-12.3pp | 70.3%-57.7pp | 57.9%-45.4pp |
| Annual return | 19.05% | 93.20%-74.1pp | 82.04%-63.0pp | 49.38%-30.3pp |
| Employer contribution / active EE | $445 | $808-45.0% | $2,679-83.4% | $2,243-80.2% |
| Participant deferral / active EE | $1,027 | $933+10.1% | $4,758-78.4% | $2,729-62.4% |
| Admin fee / account holder | $7,112 | $2,770+156.8% | $8,905-20.1% | $1,145+521.1% |