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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 | $81,636 | $63,346+28.9% | $92,240-11.5% | $70,126+16.4% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 15.40% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,874 | $2,471-24.1% | $3,680-49.1% | $2,343-20.0% |
| Participant deferral / active EE | $4,802 | $2,854+68.3% | $3,897+23.2% | $3,332+44.1% |
| Admin fee / account holder | $1,093 | $3,841-71.6% | $5,194-79.0% | $4,645-76.5% |