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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 | $52,353+106.1% | $120,225-10.3% | $82,448+30.9% |
| Participation rate | 46.2% | 58.3%-12.2pp | 69.6%-23.4pp | 68.1%-21.9pp |
| Annual return | 13.96% | 61.85%-47.9pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $633 | $1,510-58.1% | $3,475-81.8% | $2,551-75.2% |
| Participant deferral / active EE | $2,848 | $2,627+8.4% | $3,999-28.8% | $4,139-31.2% |
| Admin fee / account holder | $25,814 | $4,363+491.7% | $5,696+353.2% | $7,234+256.8% |