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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 | $83,322 | $52,353+59.2% | $120,225-30.7% | $82,448+1.1% |
| Participation rate | 48.0% | 58.3%-10.3pp | 69.6%-21.6pp | 68.1%-20.1pp |
| Annual return | 16.22% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,673 | $1,510+10.8% | $3,475-51.9% | $2,551-34.4% |
| Participant deferral / active EE | $3,001 | $2,627+14.3% | $3,999-24.9% | $4,139-27.5% |
| Admin fee / account holder | $6,335 | $4,363+45.2% | $5,696+11.2% | $7,234-12.4% |