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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 | $62,030 | $52,353+18.5% | $120,225-48.4% | $82,448-24.8% |
| Participation rate | 38.2% | 58.3%-20.1pp | 69.6%-31.3pp | 68.1%-29.8pp |
| Annual return | 16.02% | 61.85%-45.8pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,064 | $1,510-29.5% | $3,475-69.4% | $2,551-58.3% |
| Participant deferral / active EE | $2,710 | $2,627+3.2% | $3,999-32.2% | $4,139-34.5% |
| Admin fee / account holder | $2,380 | $4,363-45.4% | $5,696-58.2% | $7,234-67.1% |