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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 | $78,698 | $56,431+39.5% | $130,788-39.8% | $87,485-10.0% |
| Participation rate | 50.0% | 58.9%-8.9pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 15.02% | 91.27%-76.2pp | 386.44%-371.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $574 | $1,549-62.9% | $3,558-83.9% | $2,596-77.9% |
| Participant deferral / active EE | $2,000 | $2,749-27.3% | $4,137-51.7% | $4,274-53.2% |
| Admin fee / account holder | $1,233 | $4,433-72.2% | $6,673-81.5% | $7,775-84.1% |