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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 | $117,591 | $52,353+124.6% | $120,225-2.2% | $82,448+42.6% |
| Participation rate | 40.7% | 58.3%-17.6pp | 69.6%-28.8pp | 68.1%-27.3pp |
| Annual return | 15.17% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,123 | $1,510-25.6% | $3,475-67.7% | $2,551-56.0% |
| Participant deferral / active EE | $3,238 | $2,627+23.3% | $3,999-19.0% | $4,139-21.8% |
| Admin fee / account holder | $586 | $4,363-86.6% | $5,696-89.7% | $7,234-91.9% |