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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 | $52,676 | $43,730+20.5% | $66,674-21.0% | $64,097-17.8% |
| Participation rate | 21.9% | 50.7%-28.8pp | 73.7%-51.8pp | 55.2%-33.3pp |
| Annual return | 12.46% | 53.62%-41.2pp | 321.24%-308.8pp | 34.64%-22.2pp |
| Employer contribution / active EE | $719 | $1,673-57.1% | $2,620-72.6% | $1,891-62.0% |
| Participant deferral / active EE | $929 | $2,122-56.2% | $4,084-77.3% | $3,080-69.8% |
| Admin fee / account holder | $1,020 | $2,708-62.3% | $5,098-80.0% | $3,454-70.5% |