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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 | $91,834 | $45,900+100.1% | $94,057-2.4% | $64,340+42.7% |
| Participation rate | 21.0% | 50.6%-29.6pp | 73.3%-52.3pp | 55.2%-34.2pp |
| Annual return | 12.42% | 50.47%-38.1pp | 480.62%-468.2pp | 24.14%-11.7pp |
| Employer contribution / active EE | $1,136 | $1,612-29.5% | $2,933-61.3% | $1,862-39.0% |
| Participant deferral / active EE | $1,005 | $2,102-52.2% | $4,709-78.7% | $2,980-66.3% |
| Admin fee / account holder | $993 | $3,143-68.4% | $7,244-86.3% | $3,703-73.2% |