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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 | $94,502 | $58,258+62.2% | $81,820+15.5% | $80,925+16.8% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.4%-43.8pp | 67.7%-39.1pp |
| Annual return | 18.43% | 41.76%-23.3pp | 777.93%-759.5pp | 35.65%-17.2pp |
| Employer contribution / active EE | $558 | $2,345-76.2% | $2,915-80.8% | $2,756-79.7% |
| Participant deferral / active EE | $1,690 | $3,284-48.5% | $4,323-60.9% | $4,299-60.7% |
| Admin fee / account holder | $2,229 | $4,976-55.2% | $7,391-69.8% | $6,940-67.9% |