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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 | $56,116+46.3% | $135,768-39.5% | $86,983-5.6% |
| Participation rate | 37.9% | 60.1%-22.2pp | 71.1%-33.1pp | 69.5%-31.6pp |
| Annual return | 15.94% | 125.33%-109.4pp | 526.10%-510.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,363 | $1,528-10.8% | $3,394-59.8% | $2,584-47.3% |
| Participant deferral / active EE | $3,042 | $2,690+13.1% | $3,977-23.5% | $4,194-27.5% |
| Admin fee / account holder | $1,662 | $4,314-61.5% | $7,048-76.4% | $7,856-78.8% |