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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 | $83,866 | $63,346+32.4% | $92,239-9.1% | $70,124+19.6% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 16.11% | 530.19%-514.1pp | 176.29%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,155 | $2,471-53.3% | $3,680-68.6% | $2,342-50.7% |
| Participant deferral / active EE | $2,021 | $2,854-29.2% | $3,897-48.1% | $3,332-39.3% |
| Admin fee / account holder | $1,656 | $3,841-56.9% | $5,194-68.1% | $4,645-64.3% |