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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 | $65,460 | $52,353+25.0% | $120,225-45.6% | $82,448-20.6% |
| Participation rate | 33.3% | 58.3%-25.0pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 16.28% | 61.85%-45.6pp | 439.23%-422.9pp | 41.64%-25.4pp |
| Employer contribution / active EE | $958 | $1,510-36.6% | $3,475-72.4% | $2,551-62.5% |
| Participant deferral / active EE | $1,820 | $2,627-30.7% | $3,999-54.5% | $4,139-56.0% |
| Admin fee / account holder | $6,942 | $4,363+59.1% | $5,696+21.9% | $7,234-4.0% |