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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 | $53,063+77.0% | $124,206-24.4% | $82,637+13.7% |
| Participation rate | 48.2% | 58.4%-10.2pp | 69.6%-21.4pp | 68.1%-19.8pp |
| Annual return | 17.05% | 68.87%-51.8pp | 515.27%-498.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $805 | $1,530-47.4% | $3,540-77.3% | $2,552-68.5% |
| Participant deferral / active EE | $3,053 | $2,644+15.5% | $3,968-23.0% | $4,126-26.0% |
| Admin fee / account holder | $3,579 | $4,281-16.4% | $5,929-39.6% | $7,339-51.2% |