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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 | $52,353+80.7% | $120,225-21.3% | $82,448+14.7% |
| Participation rate | 33.0% | 58.3%-25.3pp | 69.6%-36.6pp | 68.1%-35.1pp |
| Annual return | 15.45% | 61.85%-46.4pp | 439.23%-423.8pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,644 | $1,510+8.9% | $3,475-52.7% | $2,551-35.6% |
| Participant deferral / active EE | $2,841 | $2,627+8.2% | $3,999-29.0% | $4,139-31.4% |
| Admin fee / account holder | $16,631 | $4,363+281.2% | $5,696+192.0% | $7,234+129.9% |