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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 | $94,244 | $53,063+77.6% | $124,206-24.1% | $82,637+14.0% |
| Participation rate | 23.9% | 58.4%-34.5pp | 69.6%-45.7pp | 68.1%-44.2pp |
| Annual return | 16.84% | 68.87%-52.0pp | 515.27%-498.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $484 | $1,530-68.4% | $3,540-86.3% | $2,552-81.0% |
| Participant deferral / active EE | $1,083 | $2,644-59.1% | $3,968-72.7% | $4,126-73.8% |
| Admin fee / account holder | $743 | $4,281-82.6% | $5,929-87.5% | $7,339-89.9% |