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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 | $56,431+108.4% | $130,788-10.1% | $87,485+34.4% |
| Participation rate | 40.7% | 58.9%-18.2pp | 70.1%-29.4pp | 68.9%-28.2pp |
| Annual return | 15.17% | 91.27%-76.1pp | 386.44%-371.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,123 | $1,549-27.5% | $3,558-68.4% | $2,596-56.7% |
| Participant deferral / active EE | $3,238 | $2,749+17.8% | $4,137-21.7% | $4,274-24.2% |
| Admin fee / account holder | $586 | $4,433-86.8% | $6,673-91.2% | $7,775-92.5% |