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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 | $105,336 | $89,367+17.9% | $141,191-25.4% | $72,975+44.3% |
| Participation rate | 36.7% | 75.1%-38.5pp | 82.5%-45.8pp | 69.5%-32.8pp |
| Annual return | 56.13% | 111.87%-55.7pp | 71.41%-15.3pp | 81.01%-24.9pp |
| Employer contribution / active EE | $893 | $3,115-71.3% | $4,736-81.1% | $2,440-63.4% |
| Participant deferral / active EE | $2,596 | $5,419-52.1% | $6,710-61.3% | $3,608-28.0% |
| Admin fee / account holder | $1,364 | $5,957-77.1% | $10,264-86.7% | $5,124-73.4% |