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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 | $106,049 | $49,199+115.6% | $121,210-12.5% | $75,177+41.1% |
| Participation rate | 54.8% | 55.4%-0.6pp | 69.5%-14.7pp | 67.2%-12.4pp |
| Annual return | 17.68% | 56.04%-38.4pp | 987.41%-969.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $806 | $1,547-47.9% | $4,171-80.7% | $2,671-69.8% |
| Participant deferral / active EE | $3,805 | $2,630+44.7% | $4,084-6.8% | $4,126-7.8% |
| Admin fee / account holder | $9,956 | $3,946+152.3% | $5,647+76.3% | $5,651+76.2% |