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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 | $83,963 | $123,859-32.2% | $69,632+20.6% | $145,897-42.5% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 11.70% | 192.49%-180.8pp | 101.32%-89.6pp | 552.29%-540.6pp |
| Employer contribution / active EE | $323 | $2,673-87.9% | $1,708-81.1% | $4,663-93.1% |
| Participant deferral / active EE | $2,133 | $4,242-49.7% | $2,889-26.2% | $6,689-68.1% |
| Admin fee / account holder | $3,715 | $7,817-52.5% | $4,695-20.9% | $13,390-72.3% |