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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 | $99,668 | $53,063+87.8% | $124,206-19.8% | $82,637+20.6% |
| Participation rate | 31.3% | 58.4%-27.2pp | 69.6%-38.3pp | 68.1%-36.8pp |
| Annual return | 16.95% | 68.87%-51.9pp | 515.27%-498.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $845 | $1,530-44.8% | $3,540-76.1% | $2,552-66.9% |
| Participant deferral / active EE | $2,959 | $2,644+11.9% | $3,968-25.4% | $4,126-28.3% |
| Admin fee / account holder | $5,658 | $4,281+32.2% | $5,929-4.6% | $7,339-22.9% |