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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 | $82,915 | $63,346+30.9% | $92,240-10.1% | $70,126+18.2% |
| Participation rate | 41.9% | 68.7%-26.7pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 20.88% | 530.19%-509.3pp | 176.29%-155.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $893 | $2,471-63.9% | $3,680-75.7% | $2,343-61.9% |
| Participant deferral / active EE | $3,402 | $2,854+19.2% | $3,897-12.7% | $3,332+2.1% |
| Admin fee / account holder | $705 | $3,841-81.7% | $5,194-86.4% | $4,645-84.8% |