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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 | $90,304 | $110,551-18.3% | $80,741+11.8% | $167,536-46.1% |
| Participation rate | 35.7% | 64.0%-28.2pp | 54.2%-18.4pp | 82.1%-46.4pp |
| Annual return | 7.23% | 120.57%-113.3pp | 87.30%-80.1pp | 478.82%-471.6pp |
| Employer contribution / active EE | $889 | $1,543-42.4% | $1,160-23.4% | $4,839-81.6% |
| Participant deferral / active EE | $4,008 | $2,870+39.6% | $2,145+86.8% | $6,342-36.8% |
| Admin fee / account holder | $595 | $4,547-86.9% | $3,380-82.4% | $12,315-95.2% |