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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 | $106,653 | $58,311+82.9% | $81,882+30.3% | $80,959+31.7% |
| Participation rate | 43.1% | 63.5%-20.3pp | 72.4%-29.2pp | 67.7%-24.5pp |
| Annual return | 11.64% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $567 | $2,347-75.8% | $2,916-80.5% | $2,757-79.4% |
| Participant deferral / active EE | $1,791 | $3,287-45.5% | $4,323-58.6% | $4,300-58.3% |
| Admin fee / account holder | $3,883 | $4,752-18.3% | $7,360-47.2% | $6,925-43.9% |