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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 | $80,957 | $58,275+38.9% | $81,844-1.1% | $80,9350% |
| Participation rate | 35.9% | 63.5%-27.6pp | 72.4%-36.5pp | 67.7%-31.8pp |
| Annual return | 11.42% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,315 | $2,346-43.9% | $2,916-54.9% | $2,757-52.3% |
| Participant deferral / active EE | $2,751 | $3,285-16.3% | $4,323-36.4% | $4,299-36.0% |
| Admin fee / account holder | $1,724 | $4,749-63.7% | $7,355-76.6% | $6,924-75.1% |