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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 | $76,196 | $49,164+55.0% | $121,169-37.1% | $75,181+1.4% |
| Participation rate | 43.2% | 55.4%-12.2pp | 69.5%-26.3pp | 67.2%-24.0pp |
| Annual return | 14.90% | 56.03%-41.1pp | 986.71%-971.8pp | 160.69%-145.8pp |
| Employer contribution / active EE | $1,051 | $1,546-32.0% | $4,168-74.8% | $2,671-60.6% |
| Participant deferral / active EE | $3,578 | $2,628+36.1% | $4,083-12.4% | $4,126-13.3% |
| Admin fee / account holder | $2,249 | $3,942-43.0% | $5,645-60.2% | $5,650-60.2% |