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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 | $113,637 | $56,431+101.4% | $130,788-13.1% | $87,485+29.9% |
| Participation rate | 43.2% | 58.9%-15.7pp | 70.1%-26.9pp | 68.9%-25.7pp |
| Annual return | 16.87% | 91.27%-74.4pp | 386.44%-369.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,796 | $1,549+16.0% | $3,558-49.5% | $2,596-30.8% |
| Participant deferral / active EE | $4,015 | $2,749+46.0% | $4,137-3.0% | $4,274-6.1% |
| Admin fee / account holder | $5,050 | $4,433+13.9% | $6,673-24.3% | $7,775-35.0% |