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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 | $98,709 | $56,431+74.9% | $130,788-24.5% | $87,485+12.8% |
| Participation rate | 53.8% | 58.9%-5.1pp | 70.1%-16.3pp | 68.9%-15.1pp |
| Annual return | 18.47% | 91.27%-72.8pp | 386.44%-368.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,644 | $1,549+6.1% | $3,558-53.8% | $2,596-36.7% |
| Participant deferral / active EE | $3,182 | $2,749+15.7% | $4,137-23.1% | $4,274-25.5% |
| Admin fee / account holder | $1,820 | $4,433-58.9% | $6,673-72.7% | $7,775-76.6% |