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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 | $52,353+56.8% | $120,225-31.7% | $82,448-0.4% |
| Participation rate | 37.9% | 58.3%-20.4pp | 69.6%-31.6pp | 68.1%-30.1pp |
| Annual return | 15.94% | 61.85%-45.9pp | 439.23%-423.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,363 | $1,510-9.7% | $3,475-60.8% | $2,551-46.6% |
| Participant deferral / active EE | $3,042 | $2,627+15.8% | $3,999-23.9% | $4,139-26.5% |
| Admin fee / account holder | $1,662 | $4,363-61.9% | $5,696-70.8% | $7,234-77.0% |