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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 | $97,710 | $53,063+84.1% | $124,206-21.3% | $82,637+18.2% |
| Participation rate | 36.2% | 58.4%-22.2pp | 69.6%-33.4pp | 68.1%-31.9pp |
| Annual return | 15.65% | 68.87%-53.2pp | 515.27%-499.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $597 | $1,530-61.0% | $3,540-83.1% | $2,552-76.6% |
| Participant deferral / active EE | $1,160 | $2,644-56.1% | $3,968-70.8% | $4,126-71.9% |
| Admin fee / account holder | $4,230 | $4,281-1.2% | $5,929-28.6% | $7,339-42.4% |