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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 | $99,878 | $58,234+71.5% | $81,783+22.1% | $80,874+23.5% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.4%-18.5pp | 67.6%-13.8pp |
| Annual return | 23.29% | 41.70%-18.4pp | 775.05%-751.8pp | 35.62%-12.3pp |
| Employer contribution / active EE | $904 | $2,341-61.4% | $2,913-69.0% | $2,756-67.2% |
| Participant deferral / active EE | $4,015 | $3,283+22.3% | $4,320-7.1% | $4,297-6.6% |
| Admin fee / account holder | $451 | $4,982-90.9% | $7,380-93.9% | $6,935-93.5% |