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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 | $93,922 | $52,353+79.4% | $120,225-21.9% | $82,448+13.9% |
| Participation rate | 48.2% | 58.3%-10.1pp | 69.6%-21.4pp | 68.1%-19.9pp |
| Annual return | 17.05% | 61.85%-44.8pp | 439.23%-422.2pp | 41.64%-24.6pp |
| Employer contribution / active EE | $805 | $1,510-46.7% | $3,475-76.8% | $2,551-68.5% |
| Participant deferral / active EE | $3,053 | $2,627+16.2% | $3,999-23.6% | $4,139-26.2% |
| Admin fee / account holder | $3,579 | $4,363-18.0% | $5,696-37.2% | $7,234-50.5% |