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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 | $96,901 | $63,346+53.0% | $92,240+5.1% | $70,126+38.2% |
| Participation rate | 42.3% | 68.7%-26.4pp | 76.5%-34.2pp | 69.5%-27.2pp |
| Annual return | 22.06% | 530.19%-508.1pp | 176.29%-154.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $723 | $2,471-70.7% | $3,680-80.4% | $2,343-69.1% |
| Participant deferral / active EE | $2,405 | $2,854-15.7% | $3,897-38.3% | $3,332-27.8% |
| Admin fee / account holder | $521 | $3,841-86.4% | $5,194-90.0% | $4,645-88.8% |