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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 | $93,397 | $52,353+78.4% | $120,225-22.3% | $82,448+13.3% |
| Participation rate | 29.6% | 58.3%-28.7pp | 69.6%-39.9pp | 68.1%-38.4pp |
| Annual return | 19.23% | 61.85%-42.6pp | 439.23%-420.0pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,122 | $1,510-25.7% | $3,475-67.7% | $2,551-56.0% |
| Participant deferral / active EE | $2,596 | $2,627-1.2% | $3,999-35.1% | $4,139-37.3% |
| Admin fee / account holder | $686 | $4,363-84.3% | $5,696-88.0% | $7,234-90.5% |