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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 | $118,727 | $56,431+110.4% | $130,788-9.2% | $87,485+35.7% |
| Participation rate | 50.8% | 58.9%-8.1pp | 70.1%-19.3pp | 68.9%-18.1pp |
| Annual return | 15.27% | 91.27%-76.0pp | 386.44%-371.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $665 | $1,549-57.1% | $3,558-81.3% | $2,596-74.4% |
| Participant deferral / active EE | $2,829 | $2,749+2.9% | $4,137-31.6% | $4,274-33.8% |
| Admin fee / account holder | $6,709 | $4,433+51.4% | $6,673+0.5% | $7,775-13.7% |