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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 | $98,663 | $49,976+97.4% | $66,674+48.0% | $82,637+19.4% |
| Participation rate | 14.3% | 63.1%-48.8pp | 73.7%-59.4pp | 68.1%-53.8pp |
| Annual return | 18.82% | 39.09%-20.3pp | 321.24%-302.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $526 | $1,988-73.5% | $2,620-79.9% | $2,552-79.4% |
| Participant deferral / active EE | $2,381 | $2,847-16.3% | $4,084-41.7% | $4,126-42.3% |
| Admin fee / account holder | $369 | $4,594-92.0% | $5,098-92.8% | $7,339-95.0% |