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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 | $87,292 | $29,736+193.6% | $56,033+55.8% | $80,935+7.9% |
| Participation rate | 14.8% | 41.7%-26.9pp | 52.5%-37.7pp | 67.7%-52.8pp |
| Annual return | 14.89% | 35.28%-20.4pp | 1711.38%-1696.5pp | 35.66%-20.8pp |
| Employer contribution / active EE | $800 | $671+19.2% | $1,041-23.1% | $2,757-71.0% |
| Participant deferral / active EE | $2,451 | $1,228+99.5% | $1,954+25.4% | $4,299-43.0% |
| Admin fee / account holder | $518 | $2,434-78.7% | $2,827-81.7% | $6,924-92.5% |