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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 | $111,960 | $58,241+92.2% | $81,780+36.9% | $80,911+38.4% |
| Participation rate | 22.0% | 63.4%-41.4pp | 72.4%-50.4pp | 67.6%-45.6pp |
| Annual return | 13.73% | 41.73%-28.0pp | 776.27%-762.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $526 | $2,343-77.6% | $2,914-81.9% | $2,756-80.9% |
| Participant deferral / active EE | $1,020 | $3,283-68.9% | $4,321-76.4% | $4,297-76.3% |
| Admin fee / account holder | $3,045 | $4,973-38.8% | $7,384-58.8% | $6,935-56.1% |