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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 | $108,037 | $52,353+106.4% | $120,225-10.1% | $82,448+31.0% |
| Participation rate | 38.5% | 58.3%-19.9pp | 69.6%-31.1pp | 68.1%-29.6pp |
| Annual return | 17.47% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,963 | $1,510+30.0% | $3,475-43.5% | $2,551-23.0% |
| Participant deferral / active EE | $3,310 | $2,627+26.0% | $3,999-17.2% | $4,139-20.0% |
| Admin fee / account holder | $1,914 | $4,363-56.1% | $5,696-66.4% | $7,234-73.5% |