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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 | $84,406 | $63,346+33.2% | $92,240-8.5% | $70,126+20.4% |
| Participation rate | 40.9% | 68.7%-27.8pp | 76.5%-35.6pp | 69.5%-28.6pp |
| Annual return | 19.30% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $958 | $2,471-61.2% | $3,680-74.0% | $2,343-59.1% |
| Participant deferral / active EE | $4,074 | $2,854+42.8% | $3,897+4.5% | $3,332+22.3% |
| Admin fee / account holder | $514 | $3,841-86.6% | $5,194-90.1% | $4,645-88.9% |