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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 | $78,060 | $56,431+38.3% | $130,788-40.3% | $87,485-10.8% |
| Participation rate | 56.3% | 58.9%-2.7pp | 70.1%-13.9pp | 68.9%-12.7pp |
| Annual return | 13.20% | 91.27%-78.1pp | 386.44%-373.2pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,269 | $1,549-18.1% | $3,558-64.3% | $2,596-51.1% |
| Participant deferral / active EE | $2,960 | $2,749+7.7% | $4,137-28.5% | $4,274-30.7% |
| Admin fee / account holder | $494 | $4,433-88.9% | $6,673-92.6% | $7,775-93.6% |