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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 | $79,694 | $59,456+34.0% | $93,681-14.9% | $74,400+7.1% |
| Participation rate | 22.0% | 59.6%-37.7pp | 68.7%-46.8pp | 67.2%-45.2pp |
| Annual return | 13.21% | 82.00%-68.8pp | 133.47%-120.3pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $1,117 | $1,266-11.8% | $2,422-53.9% | $2,624-57.4% |
| Participant deferral / active EE | $1,962 | $3,052-35.7% | $4,415-55.6% | $4,348-54.9% |
| Admin fee / account holder | $4,910 | $3,026+62.3% | $8,290-40.8% | $1,944+152.6% |