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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 | $82,097 | $53,063+54.7% | $124,206-33.9% | $82,637-0.7% |
| Participation rate | 37.9% | 58.4%-20.5pp | 69.6%-31.6pp | 68.1%-30.1pp |
| Annual return | 15.94% | 68.87%-52.9pp | 515.27%-499.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,363 | $1,530-10.9% | $3,540-61.5% | $2,552-46.6% |
| Participant deferral / active EE | $3,042 | $2,644+15.1% | $3,968-23.3% | $4,126-26.3% |
| Admin fee / account holder | $1,662 | $4,281-61.2% | $5,929-72.0% | $7,339-77.4% |