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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 | $52,353+80.0% | $120,225-21.6% | $82,448+14.3% |
| Participation rate | 23.9% | 58.3%-34.4pp | 69.6%-45.7pp | 68.1%-44.2pp |
| Annual return | 16.84% | 61.85%-45.0pp | 439.23%-422.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $484 | $1,510-67.9% | $3,475-86.1% | $2,551-81.0% |
| Participant deferral / active EE | $1,083 | $2,627-58.8% | $3,999-72.9% | $4,139-73.8% |
| Admin fee / account holder | $743 | $4,363-83.0% | $5,696-87.0% | $7,234-89.7% |