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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 | $111,047 | $39,036+184.5% | $80,784+37.5% | $85,851+29.3% |
| Participation rate | 22.9% | 41.6%-18.7pp | 54.2%-31.3pp | 69.3%-46.4pp |
| Annual return | 12.38% | 26.31%-13.9pp | 87.31%-74.9pp | 318.63%-306.3pp |
| Employer contribution / active EE | $621 | $722-14.1% | $1,160-46.5% | $2,565-75.8% |
| Participant deferral / active EE | $2,293 | $1,326+72.9% | $2,145+6.9% | $3,952-42.0% |
| Admin fee / account holder | $550 | $2,429-77.4% | $3,380-83.7% | $6,261-91.2% |