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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 | $107,883 | $56,431+91.2% | $130,788-17.5% | $87,485+23.3% |
| Participation rate | 46.2% | 58.9%-12.8pp | 70.1%-23.9pp | 68.9%-22.8pp |
| Annual return | 13.96% | 91.27%-77.3pp | 386.44%-372.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $633 | $1,549-59.1% | $3,558-82.2% | $2,596-75.6% |
| Participant deferral / active EE | $2,848 | $2,749+3.6% | $4,137-31.2% | $4,274-33.4% |
| Admin fee / account holder | $25,814 | $4,433+482.3% | $6,673+286.8% | $7,775+232.0% |