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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 | $98,746 | $63,346+55.9% | $92,240+7.1% | $70,126+40.8% |
| Participation rate | 35.0% | 68.7%-33.7pp | 76.5%-41.5pp | 69.5%-34.5pp |
| Annual return | 15.87% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,010 | $2,471-59.1% | $3,680-72.5% | $2,343-56.9% |
| Participant deferral / active EE | $2,163 | $2,854-24.2% | $3,897-44.5% | $3,332-35.1% |
| Admin fee / account holder | $397 | $3,841-89.7% | $5,194-92.4% | $4,645-91.5% |