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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 | $52,353+49.1% | $120,225-35.1% | $82,448-5.3% |
| Participation rate | 56.3% | 58.3%-2.1pp | 69.6%-13.3pp | 68.1%-11.8pp |
| Annual return | 13.20% | 61.85%-48.7pp | 439.23%-426.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,269 | $1,510-16.0% | $3,475-63.5% | $2,551-50.3% |
| Participant deferral / active EE | $2,960 | $2,627+12.7% | $3,999-26.0% | $4,139-28.5% |
| Admin fee / account holder | $494 | $4,363-88.7% | $5,696-91.3% | $7,234-93.2% |