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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 | $81,315 | $63,342+28.4% | $92,236-11.8% | $70,131+15.9% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 16.34% | 530.15%-513.8pp | 176.29%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,166 | $2,471-52.8% | $3,679-68.3% | $2,342-50.2% |
| Participant deferral / active EE | $2,335 | $2,854-18.2% | $3,897-40.1% | $3,332-29.9% |
| Admin fee / account holder | $1,148 | $3,840-70.1% | $5,194-77.9% | $4,645-75.3% |