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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 | $94,432 | $56,431+67.3% | $130,788-27.8% | $87,485+7.9% |
| Participation rate | 56.3% | 58.9%-2.7pp | 70.1%-13.9pp | 68.9%-12.7pp |
| Annual return | 18.69% | 91.27%-72.6pp | 386.44%-367.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,118 | $1,549+36.7% | $3,558-40.5% | $2,596-18.4% |
| Participant deferral / active EE | $5,595 | $2,749+103.5% | $4,137+35.2% | $4,274+30.9% |
| Admin fee / account holder | $433 | $4,433-90.2% | $6,673-93.5% | $7,775-94.4% |