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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 | $53,063+48.3% | $124,206-36.6% | $82,637-4.8% |
| Participation rate | 50.0% | 58.4%-8.4pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 15.02% | 68.87%-53.8pp | 515.27%-500.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $574 | $1,530-62.5% | $3,540-83.8% | $2,552-77.5% |
| Participant deferral / active EE | $2,000 | $2,644-24.4% | $3,968-49.6% | $4,126-51.5% |
| Admin fee / account holder | $1,233 | $4,281-71.2% | $5,929-79.2% | $7,339-83.2% |