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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 | $111,648 | $58,258+91.6% | $81,820+36.5% | $80,925+38.0% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.4%-41.8pp | 67.7%-37.1pp |
| Annual return | 22.33% | 41.76%-19.4pp | 777.93%-755.6pp | 35.65%-13.3pp |
| Employer contribution / active EE | $977 | $2,345-58.4% | $2,915-66.5% | $2,756-64.6% |
| Participant deferral / active EE | $2,086 | $3,284-36.5% | $4,323-51.7% | $4,299-51.5% |
| Admin fee / account holder | $3,974 | $4,976-20.1% | $7,391-46.2% | $6,940-42.7% |