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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 | $75,691 | $52,353+44.6% | $120,225-37.0% | $82,448-8.2% |
| Participation rate | 55.3% | 58.3%-3.1pp | 69.6%-14.3pp | 68.1%-12.8pp |
| Annual return | 18.40% | 61.85%-43.5pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,938 | $1,510+28.3% | $3,475-44.2% | $2,551-24.0% |
| Participant deferral / active EE | $5,355 | $2,627+103.9% | $3,999+33.9% | $4,139+29.4% |
| Admin fee / account holder | $826 | $4,363-81.1% | $5,696-85.5% | $7,234-88.6% |