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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 | $79,349 | $45,900+72.9% | $94,057-15.6% | $64,340+23.3% |
| Participation rate | 20.0% | 50.6%-30.6pp | 73.3%-53.3pp | 55.2%-35.2pp |
| Annual return | 11.84% | 50.47%-38.6pp | 480.62%-468.8pp | 24.14%-12.3pp |
| Employer contribution / active EE | $628 | $1,612-61.0% | $2,933-78.6% | $1,862-66.3% |
| Participant deferral / active EE | $1,030 | $2,102-51.0% | $4,709-78.1% | $2,980-65.4% |
| Admin fee / account holder | $10,350 | $3,143+229.3% | $7,244+42.9% | $3,703+179.5% |