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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 | $94,578 | $56,431+67.6% | $130,788-27.7% | $87,485+8.1% |
| Participation rate | 33.0% | 58.9%-26.0pp | 70.1%-37.1pp | 68.9%-36.0pp |
| Annual return | 15.45% | 91.27%-75.8pp | 386.44%-371.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,644 | $1,549+6.1% | $3,558-53.8% | $2,596-36.7% |
| Participant deferral / active EE | $2,841 | $2,749+3.3% | $4,137-31.3% | $4,274-33.5% |
| Admin fee / account holder | $16,631 | $4,433+275.2% | $6,673+149.2% | $7,775+113.9% |